Keep in mind everyone has a Primary and Secondary Money Personalities™, and there are over 20 combinations. The combination of your spouse’s Money Personalities™ will affect tax time. A Saver/Risk Taker wants primarily to get the return in as soon as possible so he can put the refund into savings, but their secondary Risk Taker wants to check for loopholes and other opportunities to improve the return. The combination creates some internal conflict, but also some helpful balance. While you’re at the computer anyway, make sure you know both your Primary and Secondary Money Personalities with our free Money Personality Quiz.
We agree with Donna Summer, you work hard for your money!
So dust off your white leisure suit, zip up those disco boots, and enjoy your refund — together.
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Scott & Bethany Palmer
The Money Couple®