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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

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