According to recent data, the majority of American investors in committed relationships say they trust their significant other and that both partners share the same retirement goals. However, over half of them have not yet put an estate plan in place.
According to Ameriprise Financial’s “Couples, Money & Retirement” report, which was released earlier this year, 95% of couples agree they are honest and transparent with each other about their finances, with 91% reporting that they share the same financial values.
Even so, many have not reached an agreement when it comes to a number of emotionally-charged decisions related to money.