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.


  • 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.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
FINRA State Registrations: CA, CO, IA, MI, NM, OH, OR, TX, VA
IA State Registrations: CA, CO, IA, MI, NM, OR, TX, VA