Monthly Archives: May 2022

A Financial Planning Checklist for Couples in 5 Steps

For many couples planning to get married, it’s tempting to avoid discussion of prenups, debt, titling assets and other delicate topics. It can feel unromantic, uncomfortable and daunting – but it really doesn’t have to. With the right approach, a discussion on these topics can protect and bring peace of mind to both parties. An experienced financial advisor can facilitate positive, constructive financial planning conversations, put your plan into action, and safeguard your plan amid changing property, estate and marital laws.