When planning a wedding, many couples focus on the romance, the ceremony, and the celebrations, but one essential aspect that often gets overlooked is the financial side of marriage.
Managing finances as a couple is not only crucial for maintaining a healthy relationship but also for ensuring long-term financial stability. From combining bank accounts to discussing shared debts, understanding each other’s financial habits and goals can set the foundation for a prosperous future together. Getting married soon or know someone who is? This checklist may help!
We’ll explore key financial considerations to keep in mind when tying the knot, helping you navigate the world of money as a couple with confidence and clarity. This checklist covers 29 important planning issues to identify and consider when getting married (or remarried). We’re covering:
- Cash Flow Issues
- Asset & Debt Related Issues
- Insurance Planning Issues
- Estate Planning Issues
- Tax Planning Issues
- Long-Term Planning Issues
- Other Issues