Like This Two people married for more than 30 years walk into a financial planner's office to talk about what they intend to do when they retire in two months. He reminds her they had bought the land to build their dream house when they retired. I was hoping you had forgotten about it. Bach, a senior vice-president and investment adviser at Morgan Stanley Dean Witter, offers a prescription both to avoid money conflicts and to plan a harmonious future together. The problem, says Bach, is not just money.
Many couples have money.
What they don't have is a plan. They go through life without making any real plans for their future together. In many cases, they've never even discussed the subject. It involves values first and stuff second. Say, for instance, two of your top values are providing financial security for your kids and spending time with your family.