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Marriage and Money: What Changes When You Say “I Do”


Marriage is an exciting time in life -- and also a major financial milestone! Here’s advice for couples planning for the future—consider how marriage will impact your financial future as well as your budgeting methods. These changes are likely to be significant. Our course will describe exactly what to expect during various marriage-related circumstances so that you can plan the best approach to successfully manage your money -- both jointly and individually.
After this class, you will be able to:

  • Describe the three primary planning areas in which you need to merge your finances effectively as a married couple: net worth, cash flow, and taxes
  • Assess your personal money management style so you can work with your spouse to meet your financial goals as a married couple
  • Explain how to protect your personal assets from being accessed by your spouse and avoid liability for debts incurred by your spouse

Dates: Mar 6, 2018 - Mar 6, 2018 Time: 6:30 PM
Tuition: $95.00 Instructor: Helen Ngo Register

What will be covered:

Lesson 1. Your Personal Finances Before Marriage
  • Discover the important financial discussions to have before you get married
  • What assets and liabilities are considered yours personally before marriage, and determine how they change after you are married
  • Your personal money management style
  • How to determine your personal net worth; how to calculate your cash flow to determine your budget
  • Why your choice of a wedding date matters

Lesson 2: Your Finances as a Married Person
  • Merging your finances
  • Determine when it is better to file your taxes jointly versus separately
  • How to bridge individual money management styles to create a unified budget management system based on combined incomes
  • How to create a plan to save for common goals such as kids, buying a home, retirement
  • Identify the three D’s: Death, Divorce, and Disability; the risk you face in each situation, and how to protect yourself
  • Class Schedule

    Date Times Meeting Type Location
    03/06/2018 6:30 PM - 9:00 PM Classroom Executive Park

    Additional Information

    Final Enrollment: Mar 6, 2018
    Clock Hours: 2.5