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Check to be sure your beneficiary designations are up to date.

 

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home › Featured Articles  › Wedding Season

wedding season

 

When you get married, not only are you joining lives with your significant other, but also you are joining finances. Your partner’s financial history, values, and behaviors will affect your shared finances; but with frequent and open communication, you can grow together in love and money.


Do You and Your Spouse Agree: Take the LifeValues Quiz

Most people don’t realize what’s behind their financial decisions, let alone their partner's. Demystify both of your money behaviors with the LifeValues Quiz.

 

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Take the 10 Steps Together

Although you might have addressed these money management basics as an individual, you're back to the beginning regarding your finances as a couple.

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Commit to Full Financial Disclosure with Your Sweetie

Keeping secrets of any kind from your spouse can be detrimental to your relationship, but they can be especially harmful when they relate to shared finances.

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Establishing Financial Accounts with Your New Spouse

After joining together in marriage, many couples choose to share their financial accounts, too.

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Talk About Spending Habits with Your Partner

Communication is key when money is tight.

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Joint Goal Setting

After you get married, talk about your individual and joint financial goals.

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Wedding Planning and Your Finances

Keeping your wedding budget under control is possible! Get organized and follow these rules.

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Review Your Retirement Plans Together

Start planning for your golden years soon after the big day.

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