Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Life Transitions: Marriage

September 22, 2022
Shannon

Share This Post

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:

Come together with each of your lists of assets and liabilities plus your sources of income.
After the legal documents are filed and any names changes are made – update your beneficiaries and any titling to assets.
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.

How can we help you on your wealth journey?
Our team is ready to guide you through your next steps.
Get in touch.

Subscribe To Our Newsletter

Sign up to receive a notification when a new blog post is published, as well as economic updates, financial planning knowledge, and helpful resources.

More To Explore

Legacy: Well executed plan vs. a plan with holes

The unexpected is what can cause your financial plan to upend in ways you never imagined, at least without proactive planning. Nine times out of

April 10, 2023

Women: You need to think about your wealth differently.

If the walls in my office could talk, you would be able to listen to a variety of stories on the journeys our clients have

March 1, 2023

Services

FINRA Broker Check:

Contact

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 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(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.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.