7 steps to successfully merge finances with your significant other

7 steps to successfully merge finances with your significant other

A compatible financial plan involves planning and setting goals for your future life together.







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When it comes to combining finances with your significant other, it's critical to determine a budget and discuss your long-term financial goals.

Set goals early and often, and map out a plan that includes joint accounts for shared essentials and separate accounts for more "fun" purchases. 

You'll likely experience major life changes as the years go by, so regularly revisit your combined finances to reassess and adjust. 

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I like to tell the story that on my first date with my now-husband, I decided I was really into him based on two topics