Money Move Quiz | UBS United States of America

Result: You're a numbers person, motivated by family.

If you’re talking money, talk value. Dive into the details, track your progress and learn the facts. Providing from your loved ones is important to you, so if you’re ever at a loss focus on that. This is your north star.

Money Moves to make:

Money Beliefs Kickstart Guide

These conversations are tricky. You and your partner may have different ideas about what you want your money to do, both now and after you're gone. If you understand why your partner feels differently, it will be easier to come to an agreement. Use this Kickstart Guide to help start a conversation that gets to the root of both your values.

Who do you want to receive your wealth if you’re no longer able to enjoy it?
Who are the most important people in your lives and how should your wealth be divided among them?
Do you and your partner agree on how much to leave to your children, if any?
Do you want to leave anything to the people or causes you care about?
Do you want to put any parameters around inheritance?
If you and your partner disagree, can you find a compromise with elements that are important to you both?

Download the Money Beliefs Kickstart Guide (PDF)

Longer to live, longer to enjoy

Women around the world are outliving men ^*, and a longer lifespan means a longer retirement.

No matter the length of your retirement, figuring out whether you have enough money to achieve your goals should take into account:

Your net worth
Income and expenses
When you want to retire
Whether you will need to support aging parents or adult children
The potential growth of your assets
Whether you want to pass assets to the next generation.

Visit the UBS Investor watch website to learn how you can plan for retirement breaking it down into three phases: Transition, Me Time and the Last Waltz