Marriage means making financial decisions together. (part 3)
 Consider Income Tax Implication If changing your name, update your Social Security card, driver’s license and tax forms Adjust your tax withholding on W-4 to reflect your new marital status. Submit to your employers HR department Ask your tax professional which filing status is better considering your marital status. Plan your Estate Prepare for the […]
Marriage means making financial decisions together. (part 2)
Evaluate Medical and Disability Insurance: Evaluate any health insurance plans to decide which policy is more economical and comprehensive. If appropriate, change coverage accordingly. Discuss disability insurance and make sure appropriate coverage is in place. Review Your Investments: Meet with a financial advisor to learn about investing. Consolidate investment accounts when possible. Review/update beneficiaries to […]