visimoney
TLDR: A new report from Ameriprise reveals that while most couples feel positive about their financial relationships, there can be some issues when it comes to sharing financial goals. The report shows that nearly a third of couples surveyed only “somewhat agree” that they share the same financial goals. This highlights the potential role that a financial advisor can play in bringing couples together and helping them align their financial goals.
Love may keep couples together, but financial goals can cause some friction. According to a preview of an Ameriprise study on couples and retirement, most couples feel positive about their financial relationships. However, the report also showed that a significant number of couples only “somewhat agree” that they share the same financial goals.
The study highlights the importance of having a financial advisor who can help couples align their financial goals and work towards them together. A financial advisor can provide guidance and expertise on topics such as retirement planning, investment strategies, and budgeting. By working with a financial advisor, couples can develop a shared understanding of their financial goals and create a plan to achieve them.
Financial advisors can also help couples navigate difficult conversations about money and create a safe space for open and honest communication. Money can be a sensitive topic for many couples, and having a neutral third party can help facilitate discussions and alleviate tensions.
Additionally, a financial advisor can provide couples with a fresh perspective on their financial situation and offer objective advice. They can help couples identify areas where they may need to make adjustments or compromises in order to achieve their goals.
Overall, the report highlights the potential role that a financial advisor can play in bringing couples together and helping them align their financial goals. By working with a financial advisor, couples can enhance their financial relationship, improve their communication about money, and work towards a shared future.
