Broker Check
Checklist for Newlyweds

Checklist for Newlyweds

January 06, 2023
Share |

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation.

In successful relationships, both partners have a clear view on the money coming in and going out, what’s listed on the tax returns, the mortgage, and all things financial.

Money touches and affects everything in our lives. And for married couples, it can often be a major source of stress. Almost three-quarters of married couples say that financial decisions are a persistent source of tension in their relationship, and seven out of ten have had a disagreement with their partner about finances in the past year.

We created this checklist for newlyweds as a way for engaged or newly married couples to approach these potentially intense and emotional conversations. We encourage you to share this booklet with family members or friends whose children or grandchildren are getting married. It might be one of the most valuable wedding presents you can give.

Please CLICK HERE TO ACCESS THE CHECKLIST: Checklist for Newlyweds