Reply to Do both partners get involved in financial planning and execution

Forum Index » Money and Finances

Reply to "Do both partners get involved in financial planning and execution"

Subject:

Emoticons





More smilies

Text Color: Font: Close Marks

[quote=Anonymous]We have different things. DW pays most utilities, taxes, insurance, credit card, and other joint recurring bills, and she keeps a spreadsheet of the things our savings are allocated for. I gather all documents and prepare and file our taxes. She takes the lead on car purchases and maintenance; I handle pet-related expenses and most travel (though of course we discuss big things in advance).

We discuss things like tax withholding and retirement contributions but I am usually the one to bring them up and she just brings the form I fill out to HR.

I was also the leader on deciding when to buy a house and doing the research on it, though of course she looked at listings and what house we bought was a mutual decision. I handled most of the stuff with the realtor and mortgage, while she did insurance. Now I'm thinking about a rental property--she's open to the idea but has said that she doesn't want to do the legwork on it and will go with what I think is best.

So I'd say I take the lead on the big rare stuff (with the exception of car-buying--an area of interest for her and not me!) and she takes the lead on the smaller but more frequent occurrences. That's worked out pretty well for us.[/quote]

Options

	Disable HTML in this message
	Disable BB Code in this message
	Disable smilies in this message

Review message

Search Recent Topics Hottest Topics