Financial Planning Before Your Marriage

Compatibility over finances is one of the most common reasons couples split up¹. Although opposites attract, when two people are financially opposite, divorce often ensues. There is no reason money must become a problem if both of you go into the marriage on the same page. Before you tie the knot, a meeting with a financial advisor is an increasingly important step along the way.

Munn & Morris Financial Advisors take the time to get to know you and your fiancé by understanding both your current financial needs and your future wishes. By meeting with an advisor, both parties can understand what assets you both bring into the marriage, your debts, and other financial events that can affect your lives together.

We can assist with tax planning, changes to life goals, housing, Social Security maximization and retirement.

Resources

  • Getting Married Checklist
  • Planning Tips for Women
  • Planning for Remarriage

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While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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