Financial Intimacy Quiz

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

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

  5. I know and understand our financial assets and liabilities.
  6. Yes
    No

  7. I understand my husband's record keeping.
  8. Yes
    No

  9. My husband and I discuss all investment decisions.
  10. Yes
    No

  11. I know my husband's accountant, lawyer and financial adviser.
  12. Yes
    No

  13. I understand my husband's will and our estate plan.
  14. Yes
    No

  15. I don't sign anything I don't understand.
  16. Yes
    No

  17. I have durable power of attorney for health care and financial decisions.
  18. Yes
    No

  19. We have a revocable living trust and it is fully funded.
  20. Yes
    No