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Kiplinger
Kiplinger
Business
Andrew Rosen, CFP®, CEP

Retirement Planning for Couples: How to Plan to Be So Happy Together

A couple sitting on the sofa work on financial planning.

Retirement planning can feel overwhelming, and when you’re doing it as a couple, it’s even more important to be on the same page. But retirement isn’t just about hitting a financial milestone — it’s about creating a shared vision for your future together.

Whether you’ve been partners for decades or are a new couple, building a retirement plan as a team takes open communication, thoughtful planning and a solid financial strategy.

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