Reported about 1 month ago
Navigating financial discussions with a partner can be challenging. Susan Hirshman, a director of wealth management, suggests a three-step approach for couples to align their finances: 1) understand each other's money personas, 2) assess current financial situations, and 3) plan for future goals with a focus on flexibility. She emphasizes setting manageable, targeted financial objectives to achieve clarity and alignment.
Source: YAHOO