Marriage

Financial planning is a vital component of a new marriage. Entering into a partnership often changes the financial circumstances for you and your new spouse. Careful planning and communication can help you achieve long-term financial success both individually and as a couple.

Consider:

  • What are your financial goals individually and as a couple and how are they prioritized?
  • How will you work toward these goals?
  • Do you and your spouse have the same financial risk tolerance?
  • Do you have adequate health, life, disability, and property insurance coverage?
  • What price home can you afford?
  • How much should you be saving for retirement?
  • Do you have plan to review and update the beneficiaries on your accounts?

Seeking professional guidance can help you and your spouse clarify and work together on these and other financial topics.

IMPORTANT CONSUMER INFORMATION
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