All too often we avoid money talks, but starting conversations are powerful money moves that can lead to other exciting moves. Sometimes we just need a little help getting started. Our fill-in-the-blank money talk guides are the perfect way to organize your thoughts and break the ice when it comes to commonly avoided conversations.
Conversations with your partner:
Conversations with your partner:
Talk to your partner about overspending and developing a budget.
Make a plan with your partner to take care of your family if something happens.
What happens when one partner stays home and the other goes to work?
Tell your partner you want to share in the financial decisions.
Talk to your friends about your spending.
Bring up money with your friends.
Discuss a financial plan for the future with your parents.
Create a plan in case something happens to you.
Talk to your child about money and financial planning.
Want more?
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How to work together and make money moves with your partnerDownload pdf
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Teaching Children about Money at Different Ages and Stages
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Reach out to your UBS Financial Advisor about our Family Conversations Kit and how it can support more meaningful conversations for you and your family.
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Reach out to your UBS Financial Advisor for information about the Money Talk Kit and how it can support your family conversations around money.