Prosperity on your terms
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Financial Waypoint Series: Marriage

The Money Side of Getting Married

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Congratulations on the Engagement!

 
 

A ring slides onto your finger, and myriad life changes are set into motion.

While financial concerns are not likely at the top of your list, you should not overlook them. Discussing financial issues early may strengthen your entire relationship as a married couple. These occasions start well before your wedding day and will last until death do you part.

The Upleft Financial Waypoint Series exists to help you work through the financial impact of life changing events, when the time is right for you and your loved ones.

This guide will help you think about the effect marriage will have on your your finances, and your estate, as well as how to maximize the potential perks—to your health insurance, taxes, and other benefits. Steps include guidance for before and after the ceremony, as well as a handy checklist of to-dos.