Newly Married?
Congratulations! Marriage can introduce new financial needs. Please reference this list for potential to-do items once you tie the knot.
Talk to your financial professional about:
☐ Formulating a new comprehensive financial plan including investment strategies and life insurance needs
Additional action items:
☐ Update your accounts to add your spouse as a beneficiary
☐ Update any account ownership and account accessibility permissions
☐ Obtain and keep a copy of your marriage license in a safe place
☐ Talk to a professional about creating an estate plan
☐ Talk to a professional about tax implications and possible deductions
>> Click here to download this checklist