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Tying the knot

Joining your lives, financially

You’ve done it – you got married! And you’re learning quickly that “I do” applies to financial commitments, spending habits and yes, the dreaded debt. You may be happy with your current living situation – or you may aspire to something larger or more “adult like.”

Overall, you and your spouse have a lot of love – but may not have answers to some tough financial questions.

Do you have enough savings? Should you get life insurance now while you’re healthy – or wait until you have kids? Should you pay off debt or contribute more to your 401(k)?

A financial advisor can help you create a financial strategy that’ll point you in the right direction for long-term success.

Topics to discuss with your advisor

  • Develop or evaluate a joint budget
  • Set goals such as buying a house, having children, taking vacations or paying off debt
  • Consider the value of a detailed financial plan
  • Build long-term savings strategies
  • Assess and increase your retirement savings
  • Assess your life insurance needs

Other considerations

  • Don’t forget about your benefits at work – life insurance and voluntary benefits can provide you with additional protection
  • Reevaluate your contributions to your employer-sponsored retirement plans


DOFU 12-2016

Take the leap; visit a financial advisor together.

Find an advisor