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Financial Tip

Open a retirement savings account; if you already have one, increase your contribution.

 
home › Life Events & Financial Decisions › Major Life Events › Moving in With a Partner

Moving in Together

 

You've made the decision to move in together. Congrats! It might not happen right away, but sooner or later, you two will be faced with some personal finance or legal issue. Ensure a smoother transition to cohabitation by talking through your personal finances now.


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Understanding Moving in together:

Cash Flow Management and Living Together

Develop a method for bill paying... read more »

Taxes and Unmarried Couples

Know the income tax laws regarding unmarried couples... read more »

Insurance And Your Partner

Inquire whether health insurance and other employee benefits are available... read more »

Property Ownership For Unmarried Couples

Consider drawing up a binding legal contract called a cohabitation... read more »

Estate Planning When You're Living Together

Keep good records of which partner paid for large purchases. With unmarried couples, the IRS presumes... read more »

The Unmarried Couple's Retirement Planning

Plan beneficiary designations carefully. Unmarried partners can name each other as beneficiaries on self-directed retirement plans... read more »

 
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