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Kelli Smith, director of financial planning atEdelman Financial Engines, sees the same key disagreements come up repeatedly.
Getting on the same pagetakes open conversations, clear planning and sometimes a little outside help.
Start the Tough Conversations Now
Not all couples naturally discuss money, lifestyle and long-term goals.
The key is communication.
Smith helps couples navigate this by asking questions about their fears and experiences.
Its important to explore why somebody feels a certain way about investment risk.
Did they have an experience?
Would educating them with some financial or market concepts or history help?
This is where regular financial check-ins matter.
If retirement is still a way off, yearly reviews would probably work.
If a couple is closer to retirement, however, more frequent check-ins would be helpful.
Checking in on spending, adjusting savings and being honest about financial habits ensures the plan stays on track.
Retiring richer isnt about having more money.
Its about having a shared vision.
That means talking, planning and adjusting along the way.
Couples who put in the work now will be the ones who retire stress-free together.
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