Five Tips for Becoming a Financially Successful Couple

Husband-wife financial adviser team practice what they preach, recommending lots of open communication and aligned priorities.

A couple smile and laugh on a boat while he takes a selfie of them.
(Image credit: Getty Images)

Having helped hundreds of couples retire, while also recently celebrating five years of marriage, we’ve learned a thing or two about navigating finances as a couple. Money can be deeply personal, and it has the potential to cause conflict in your relationship if you can’t get on the same page. Money conversations can be difficult. In fact, one in five married people say it’s the biggest issue they face.

Being a financially successful couple is possible, but it takes work. To help you and your partner build a healthier relationship with money — and with each other — we’ve compiled the top advice we share with our clients.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Tim Schultz, NSSA®
Founder and President, Preservation Retirement Services

After losing both his mother to breast cancer and a significant amount of money that she left him, Tim became a Licensed Financial Professional to help people never feel as helpless as he did. As the Founder of Preservation Retirement Services, one of his joys in life is spending one-on-one time with clients to help them create safe retirement income strategies and preserve the money they worked so hard to earn.