Setting Financial Goals Together – Part 2

In this short clip, Agnes explains how couples can handle shared money, including which expenses should come from a joint account and what financial goals couples might set together. Common goals include saving for a house, a vacation, a business or the children's college education.

Takeaways

• Shared bills such as rent, cars and utilities should come from a joint account and be decided together.
• Typical shared goals include a house, a vacation, starting a business or college savings.
• Sit down early in the relationship, agree on what matters most, and decide what each person keeps for individual goals.

Conversation and opinion, not medical, legal, tax or financial advice.