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June 8, 2026

How can I illustrate our financial position to a spouse who shows little interest?

  • It's pretty common for most couples to develop a division of labor when it comes to financial matters — an arrangement that can become less sustainable with age.
    • By AMY C. ARNOTT
    Morningstar

    Reader question: My spouse has little interest in our financial position. As we age, this concerns me. I try to share some basic information (income, spending, account balances, debt, and so on) each month but rarely get a response. I think graphs or charts might be of more interest to her than a bunch of numbers. What recommendations would you have for illustrating our financial position so that I am not the only person aware of how we are situated? Thanks!


     
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