Sharing your life with someone is a big step. Sharing your financial life with someone at times can seem bigger. We can help by establishing a clear and thorough financial plan. We will handle some of the less-glamourous financial concerns, helping you to focus on your “happily ever after”.
I’m Getting Married
Individual
TOPICS TO CONSIDER:
- Saving:
- Debt/Credit Evaluation
- Savings Goals & How to get there
- Budgeting – Income/Spending Habits
- Protection:
- Asset and Income Protection
- Insurance Options – life, health, property
- Change of Beneficiaries for 401K/IRA & Insurance Policies
- Safeguarding your future with proper estate planning
- Marriage Tax Implications
