Getting Married & Starting a Family
Whether you're getting married or starting a family, it's important to keep sight of your financial goals. Here's a little guidance to help keep you on track.
- Discuss your financial goals and create a budget
- Make adjustments to current insurance plans and beneficiary designations
- Consider the option of combining your accounts by adding a joint owner
- Revisit your retirement goals
- Create a plan to pay off debt
What will it take to reach my savings goal?