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Life Transitions: Marriage

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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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The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.

Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.

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