Tax time is not known to be one of life’s favorite times of year, however it is a great opportunity for you and your mate to look at your finances thoroughly. Ideally, you and your partner want to have a “financial date” once a quarter, at the very minimum. This is when each of you comes to the table with all of your expenses, debts, assets, investments, and anything else that contributes to your financial picture. Full disclosure is key to having an open and honest financial relationship.
Whether you owe taxes or you are getting a refund for 2009, look at this time of year as an opportunity to shore up and strengthen the relationship you and your mate have around money.