Financial Checklist for Newlyweds: How to Harmonize your Finances
Download our "2024 What To Consider When Getting Married Checklist":
This checklist covers 29 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:
- Cash Flow Issues
- Asset & Debt Related Issues
- Insurance Planning Issues
- Estate Planning Issues
- Tax Planning Issues
- Long-Term Planning Issues
- Other Issues