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Most people don’t feel comfortable talking about finances — even with their closest loved ones. But talking about finances shouldn’t be taboo. Regardless of where you are in your financial journey, it is important to talk about this on a consistent basis with your significant other, or someone you trust. Here are some tips to get you started:

Tip #1: Goal Setting
Make sure you have clear financial goals for both the short and long term. What are you saving for and why is that important to you? Having clear and meaningful goals can help you chart your course for the upcoming years.

Tip #2: Save Efficiently
Get yourself in the habit of saving efficiently. Take advantage of automated savings and investments that exist. Continue to build this muscle by adding to your savings with annual salary increases and bonuses you may receive. Try to save something into each of your “buckets” whether it is your emergency fund, retirement account, or paying down debt.

Tip #3: Check-In Regularly
We can all get caught up in being busy and not check in on how we are doing with our financial wellness. Set aside time at least monthly to see how you are doing with respect to your goals. Plan for upcoming expenses and adjust your next month’s budget accordingly. Have routine conversations with your partner on your progress. When you stop paying attention things can fall through the cracks. Reward yourself when things go well and adjust accordingly when you get off track.

Tip #4: Seek Advice and Get Organized
Financial planning is not just for the rich. Everyone seeking financial security should consult with a financial professional and many professionals do not require a “minimum” to create a financial plan. A financial professional can ensure that your house is in order and you have a realistic budget and have the necessary documents in place to give you peace of mind in your financial journey. They can also asses if you have adequate insurance protection on yourself, property, income, and investments. Not sure who to trust? Ask a friend or financial advisor.

Following these few tips can help you get your finances in order in the New Year and allow you to have control of your day-to-day finances, and the financial freedom to make the choices that allow you to enjoy life.





Keller Lindler, Northwestern Mutual Financial Advisor
Keller Lindler
Keller Lindler is a Financial Advisor with Northwestern Mutual, the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI, and its subsidiaries. For questions, visit