Communication Key to Fulfilling Financial Dreams

Did you catch Newspaper Commentator Humberto Cruz' recent article entitled "Communication Key to Fulling Your Financial Dreams".  In the article, Mr. Cruz writes:

It doesn't matter whether you keep joint or separate accounts, set a limit on spending or not or invest conservatively or aggressively.  What matters is that you communicate and agree on what works for you. 

Even long-married couples don't always communicate.  In a Fidelity Investments survey last year of 502 couples married to each other an average of 24 years, spouses were interviewed separately.  More than a third didn't know when their spouse planned to retire and more than a third also envisioned different retirement lifestyles. 

Why not use a visit to your financial planner, estate planning attorney, or elder law specialist to begin the conversation with you love one about your financial future.