In an effort to engage a more diverse demographic, we introduce a new semi-annual blog series specifically for our younger clients and readers.
First up, here’s a list of the most important things we think newlyweds should prioritize to set a healthy financial foundation for their marriage (and lives). We have not ranked these in order of importance, but we recommend them all.  You may decide to tackle them in whatever order your situation calls for. If you want to reference the list in the future, click the image to download a copy and keep it handy.

Helpful links:

  • Read our blog post on why creating a will is so important
  • Check out this article on the benefits of joint financial accounts