Talking about money can be uncomfortable for everyone — even couples who have been together for years. Put your financial compatibility to the test with this quiz about your attitudes about everything from credit card debt to saving for a big vacation. Take the quiz, then enter your and your partner’s results to find out how financially compatible you really are.
This saving dream team needs no help being financially frugal, but could use some advice on diversifying their financial plan and setting some goals. It's okay to live a little, so don't skip on vacations!
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
Be careful to communicate your short- and long-term goals. While you both have noble aims, it's easy to fall into a situation where one of you feels like they are filling the pot as fast as the other is draining it.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.You have similar financial goals but very different views on how to get there. Communication and respect for each other's comfort zones will help you take financial steps that let you both sleep at night.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.There is hope — if you're both prepared to compromise. Best-case: the spender helps the saver loosen up, and the saver's strict parameters reign the spender in.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.While the rebuilder is slightly behind the saver in terms of finances, you're well aligned day to day. Make sure to put some cash aside to have fun, knowing that you are both on track.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.Being generous is a great quality, but if you don't turn that focus on each other, your finances will suffer. Make a list of priorities, but make sure your own financial goals are at the top.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
An investor knows how to stretch a dollar, which can help a giver fund their passions. But investing also becomes more focused when you are able to visualize your goals. Together, you two can inspire each other!
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
Without some ground rules, you could find yourself in financial strife — or never reaching your long-term goals. Set a strict budget, and commit to no expenditures that you can't fund outside it.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
A rebuilder has learned some seriously tough lessons, so they can help a giver avoid the same over-extended financial fate. Commit to reaching a minimum savings before spending, and lock in a dollar amount that you won't dip below.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
You can talk the talk, but are you both on the same page? Consult a third party for impartial advice on how best to reach your short-, medium-, and long-term goals.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
Compromise is key in this partnership. The spender could learn to love investing with the promise of a larger payout in the future, so look into shorter-term investments with fast returns.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.This is a financially knowledgeable partnership, both for good reasons and bad. Together you can fast-track your financial plans.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
You don't need us to tell you that this is your Achilles' heel. To avoid leading each other astray, set detailed goals and budgets (no guessing!) and stick to them, giving yourself incentives along the way.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.A rebuilder is essentially a reformed spender, so make sure to be 100 percent open about your finances — for good and bad — and commit to learning from each other, with professional advice.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.You both have financial challenges to overcome but are committed to the process. Focus on the future, and what you'll be able to accomplish once you get over this blip — together.
New York Life knows that real life doesn’t fit into any one plan. Let them help you navigate your relationship through the years and start a plan that flexes with whatever life throws at you.
