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Couples Quiz: 5 Financial Questions for a Long-Lasting Relationship

Use these insights to inform money conversations as your financial priorities change over the years

MOST COUPLES KNOW they should open up about their saving and spending habits, any debt they may owe, and their financial goals and priorities at the beginning of a serious relationship. But they often forget that it’s important to keep talking about money as their relationship matures. 

Over the years, priorities will change, and new financial challenges and opportunities will appear. “Getting on the same page about money isn’t a once-and-done thing,” says Lorna Sabbia, head of Retirement and Personal Wealth Solutions, Bank of America. “One of the secrets to a successful relationship is keeping the money conversation going.” Use the questions below as your guide.

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Click + after each question to get our insights

 

Do you have a plan to resolve financial disagreements?

 

What are you both saving and investing for?

 

Planning a family? Are you prepared financially for parenthood?

 

What does retirement mean to you?

 

How do you hope to be remembered?

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