(Closed) How to tactfully talk to your SO about $

posted 8 years ago in Waiting
Post # 3
7587 posts
Bumble Beekeeper
  • Wedding: December 2010

@Shirinjoon: Leave a bank statement out 🙂

Post # 5
115 posts
Blushing bee

Next time you guys are talking about your future, call a financial meeting. I think its important to discuss your income, debts, etc. 

Post # 6
3461 posts
Sugar bee
  • Wedding: May 2012

Phrase it in terms of a partnership.  Let him know he’s not alone, that you are together on this goal.  Then you can talk generalities (types of accounts you have) and more specifics if he’s receptive (“I just want to let you know I put aside $X to save for a house each month.  I’m excited because I have Y now saved up!”). 

My boyfriend & I know roughly how much each other has in terms of retirement savings/regular savings/assets (his apt)/debt (my grad loans!), etc.  I think we started off knowing generalities about types of accounts.  We were just always pretty open about it.  I actually remember being on a cruise together, one year in to the relationship, when we were talking more specifics of how much $ in each and every account for the first time.

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