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Life Events & Family

What Issues Should I Consider When Getting Married?

Overview

Marriage merges more than two lives, it merges two sets of financial habits, goals, and histories, which makes an open conversation about money one of the more valuable things a couple can do early on, not just once.

Practical items, updating beneficiaries, deciding how accounts will be titled, reviewing insurance, tend to get pushed aside during the excitement of a wedding, but they're worth handling in the months around it.

What this checklist covers

  1. 1Cash flow issues
  2. 2Insurance planning issues
  3. 3Asset and debt issues
  4. 4Tax planning issues

Common questions

Preview of the What Issues Should I Consider When Getting Married? checklist

Get the complete checklist for this transition

A printable list of what to handle, and in roughly what order.

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.