He

Marriage means it's no longer, "every man for himself" - take this simple quiz and find how financially compatible you are with your lovely bride.

She

Have you ever wondered how financially compatible you are with your man? Take this helpful quiz to find out how you'll deal with various financial dilemmas now, and down the road.

Start Quiz Now

by filling out both email addresses and completing at least one side of information, and then start the quiz.

Before we get started:

What zip code do you live:

You are:


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Question 1 of 34: Lifestyle

HOUSING My goals are to:







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Question 2 of 34: Lifestyle

CHILDCARE Whether you currently have or intend to have children, what is your plan for childcare?








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Question 3 of 34: Lifestyle

ELDERCARE Suppose an elder family member (mom, dad, or in-laws, etc.) becomes ill and cannot do daily activities without substantial help. What would you do? (CHECK YOUR PRIMARY PLAN)




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Question 4 of 34: Lifestyle

SHOPPING Shopping is an activity I view as:



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Question 5 of 34: Lifestyle

TRAVEL EXPENSE My philosophy on vacations is:



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Question 6 of 34: Lifestyle

TRAVEL FINANCING I pay for my vacations mainly by:




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Question 7 of 34: Lifestyle

ENTERTAINMENT My view on dining out, going to the movies or sports events, enjoying a night of cocktails/dancing, or other entertainment is:




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Question 8 of 34: Risk

INVESTING The stock market is?




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Question 9 of 34: Risk

UNEXPECTED MONEY If I received a large amount of money out of the blue (such as an inheritance), I should: (CHECK YOUR PRIMARY PLAN)






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Question 10 of 34: Risk

RISK TAKING When it comes to investing:





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Question 11 of 34: Risk

CREDIT CARDS My philosophy is to:




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Question 12 of 34: Risk

DEBT When it comes to debt, which of the following best describes your philosophy?




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Question 13 of 34: Trust

COMBINED ACCOUNTS We have or intend to have:



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Question 14 of 34: Trust

SPENDING HABITS OF SIGNIFICANT OTHER How would you rate your significant other on the statements below about spending habits? Please use the following scale:

(5) Strongly agree, (4) Agree, (3) Neither, (2) Disagree, (1) Strongly disagree

After selecting options, please click to "Next Question" button below.





  1. Only buys the essentials




  2. Is usually very responsible




  3. Should treat himself/herself more often




  4. Allows himself/herself a few small luxuries




  5. Will occasional splurge on something big




  6. Sometimes will go a bit over budget




  7. Has a problem controlling spending
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Question 15 of 34: Trust

OUR SPENDING HABITS COMPARED How would you compare yourself with your significant other on spending habits?




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Question 16 of 34: Trust

SPENDING LIMITS How much money would you feel comfortable spending on a single discretionary purchase (outside of routine purchases like food, gas, household bills, etc.) without first talking it over with your significant other?





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Question 17 of 34: Trust

DISCUSSING SPENDING HABITS How would you rate your ability to discuss spending habits with your significant other? Please use the following scale:

(5) Strongly agree, (4) Agree, (3) Neither, (2) Disagree, (1) Strongly disagree

After selecting options, please click to "Next Question" button below.





  1. We talk about our spending habits often




  2. We can have open discussions about our spending habits




  3. We rarely discuss money




  4. He/she sometimes makes important spending decisions without joint discussion




  5. We sometimes argue about spending habits




  6. I let him/her make most of the routine spending decisions
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Question 18 of 34: Trust

HIS/HER OPENNESS When it comes to my significant other?s income and assets:




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Question 19 of 34: Trust

MY OPENNESS With regards to my income and assets:




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Question 20 of 34: Trust

FINANCIAL HONESTY Have you ever tried to hide a purchase from your significant other?





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Question 21 of 34: Planning

SAVING What percent of our monthly income should go into a long-term savings account?




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Question 22 of 34: Planning

RATIO OF SAVINGS TO SPENDING Which best describes your philosophy?



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Question 23 of 34: Planning

SAVING GOALS What are your primary saving and investment goal now? (CHECK YOUR PRIMARY GOAL)




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Question 24 of 34: Planning

TIME HORIZON Given my goals, my time horizon for saving and investing is:





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Question 25 of 34: Planning

BUDGETING When it comes to budgeting, I:




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Question 26 of 34: Planning

WHO'S IN CHARGE? When it comes to dividing financial responsibilities, who is primarily in charge?

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Managing the checkbook, paying the bills, keeping track of the family money, etc.


Deciding on savings and investments.


Deciding on major purchases.


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Question 27 of 34: Planning

COLLEGE FUNDS We should start saving for our current or future children's college fund:






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Question 28 of 34: Planning

CHARITABLE GIVING What percentage of your yearly income do you give to charity?




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Question 29 of 34: Planning

RETIREMENT ACTIVITIES When I retire I want to spend my time... (CHECK YOUR PRIMARY PLAN)





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Question 30 of 34: Planning

RETIREMENT FINANCIAL GOALS How much money will you need in your retirement?




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Question 31 of 34: Planning

RETIREMENT FINANCIAL PLAN Our strategy for financing our golden years will rely primarily on:




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Question 32 of 34: Planning

RETIREMENT PLAN PROGRESS When it comes to planning for retirement, I believe:





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Question 33 of 34: Planning

ESTATE / LEGACY PLANS When I die.... (CHECK YOUR PRIMARY PLAN)





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Question 34 of 34: Planning

RETIREMENT PLANNING KNOWLEDGE How would you rate yourself on the following statements about retirement planning? Please use the following scale:

(5) Strongly agree, (4) Agree, (3) Neither, (2) Disagree, (1) Strongly disagree

After selecting options, please click to "Next Question" button below.





  1. I know the basics about the various types of investments




  2. My friends and relatives often come to me for financial advice




  3. My spouse knows more about financial planning than I do




  4. I am a little worried about whether my current plans will ensure enough to retire




  5. I would like to plan to retire at the earliest possible date




  6. I am not sure of my financial plans for retirement




  7. I want to avoid risk in my retirement savings plan
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2) If your partner is in the same room as you (like sitting there next to you right now) simply click "start second part now" - and switch seats with them and let them take the quiz immediately.