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Dianne Williams Wildt, MBA

Certified Retirement Counselor®

Since 1983 in the financial services and investment industry

 

Retirement Pathways, Inc.

4500 Bowling Blvd., Suite 100

Louisville, KY 40207

 

Phone:  502-797-1258

 

Email: dianne@retirementpathways.com

Website: www.retirementpathways.com

March/April 2024

A Financial Checklist for Couples

Closeup portrait of adult couple sitting on floor at their apartment and planning renovation of their new apartment while resting during housework

Working together to create a healthy financial picture should be a priority for couples. Here are a few ways to get started.


Tackle your debt.
Getting debt under control can improve your finances. Eliminate credit card balances and pay off high-interest loans to have money to save toward your goals. But not all debt is bad. Debt that you take on to improve your life, such as a mortgage, education loan or business loan, is typically considered good debt.


Define your goals.
You may have short-term goals, such as saving for a car or vacation, mid-term goals like college savings, and long-term goals like retirement.


Assess insurance needs.
If you have a family or plan to, life insurance should be on your list. Consider adding health and long-term care insurance to your list as well.


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Investment advisory services offered through American Capital Management, Inc., a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Capital Management, Inc.
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