Financial Intimacy Quiz

  1. I can discuss money with my husband or fiance without arguing.
    2. Yes
    No

  2. I know the balance on my husband's credit card(s).
    3. Yes
    No

  3. I know and understand our financial assets and liabilities.
    4. Yes
    No

  4. I understand my husband's record keeping.
    5. Yes
    No

  5. My husband and I discuss all investment decisions.
    6. Yes
    No

  6. I know my husband's accountant, lawyer and financial adviser.
    7. Yes
    No

  7. I understand my husband's will and our estate plan.
    8. Yes
    No

  8. I don't sign anything I don't understand.
    9. Yes
    No

  9. I have durable power of attorney for health care and financial decisions.
    10. Yes
    No

  10. We have a revocable living trust and it is fully funded.
    11. Yes
    No