Life Transitions: Marriage

All of the decor, design, and the day of will fade into your memories. Your financial decisions and vision are critical in understanding.

Look this isn’t sexy and fun – but marriage isn’t always the hot social media photo.

You each arrive at this marriage with different stories about how you learned about money and how you now have a relationship with money. It’s important that you talk about that.

Three things you should review together:

  1. Come together with each of your lists of assets and liabilities plus your sources of income.
  2. After the legal documents are filed and any names changes are made – update your beneficiaries and any titling to assets.
  3. Who are your personal board of directors that will help guide you to your financial goals?

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business in Minnesota, USA. 2022 © Forethought Planning. All Rights Reserved.

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