Marriage / Financial Checklist

Financial Checklist

Getting married will be one of the most exciting and satisfying changes in your life. Proceeding through life as a couple will provide companionship and possibly the satisfaction of creating a family. However, there are some practical issues that need to be addressed for both of you during this transition. Your advisor can certainly assist you in dealing with these issues in an efficient and timely fashion. Some of the questions to ask your advisor are:

  • What are the differences between being married and living together?
  • What is a prenuptial agreement and do we need one?
  • How should we own our property and savings and investments as a couple?
  • What are the implications of changing my name?
  • How will being married affect our group insurance coverage?
  • Do we need to reconsider my individual insurance coverage?
  • What will our combined financial plan look like?
  • How will our marriage affect our investment plans?











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Information contained herein is provided for information purposes only and should not be relied upon exclusively as estate, tax planning or investment advice, nor should it be construed as being specific to an individual’s investment objectives, financial situation or particular needs. You should always obtain professional advice before acting on the basis of material contained herein. While Dynamic Funds® will endeavour to update this information from time to time as needed, information can change without notice and Dynamic Funds® does not guarantee the accuracy or completeness of this information, including information provided by third parties, at any particular time, nor does it accept any responsibility for any loss or damage that results from any information contained herein.

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