Category: Marriage

You are going to retire when?

Just how wealthy are you? You'll want to figure that out before you make any major life decisions. Your first impulse may be to go out and buy things, but that may not be in your best interest. Even if you're used to handling your own finances, now's the...
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Understanding Trusts

Understanding Trusts In recent years the public has been bombarded with a barrage of advertisements, brochures, and articles about trusts of all kinds, especially so-called living trusts. Some of the information offered for public consumption is misleading and some of it is simply false.   This brochure is offered...
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Getting Help from a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events,...
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I’m marrying someone with bad credit. How will this affect me?

Answer: You are not responsible for your future spouse’s bad credit or debt, unless you choose to take it on by getting a loan together to pay off the debt. However, your future spouse’s credit problems can prevent you from getting credit as a couple after you’re married. Even...
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Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your...
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Planning for Marriage to Someone with Children

Need Life Insurance? Click here: https://www.naaip.org/gfsfinancial/compare-life# What is it? Marrying someone with children means that your finances will become a lot more complicated as you take into account the needs of your spouse and any children who join your household. Many of the issues you confront will be the same...
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Tax Issues Related to Marriage

What are tax issues related to marriage? If you’re married (or about to be married), financial planning is certainly important. It’s also important for you to be aware of the income tax ramifications of your decisions. Although there are a number of tax issues related to marriage, you should...
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Property Ownership Issues that Concern Married Couples

What is it? The way that you as a married couple structure the ownership of your real or personal property is an important step in the financial planning of your future together. Whether you own a piece of real estate or a checking/savings account, the method of property ownership...
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Insurance Issues that Concern Married Couples

Insurance Issues that Concern Married Couples What is it? If you are married or planning to marry, you should determine how marriage impacts your insurance needs. The lack of proper insurance protection can lead a married couple into financial ruin. If you already have disability or life insurance policies,...
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Money Issues That Concern Married Couples

https://www.naaip.org/gfsfinancial/compare-life# Money Issues That Concern Married Couples What is it? Marriage is an important step in anyone’s life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have...
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Planning for Marriage

  What is it? Planning for marriage encompasses more than just deciding whether to serve chicken at the reception and whether you should take a honeymoon cruise. If you are planning for marriage, you are faced with the enormous responsibility of combining your personal finances with your spouse’s, and...
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