Life Stage: Marriage

Marriage means a host of new financial considerations, from decisions about commingling assets and debts to conversations about wills and retirement. And starting a family means getting those college funds rolling early, so they have time to accumulate what each child will need when they reach college age. Our Planning For Education Costs white paper can show you how to deal with the complexity and get started the right way, with a long-term plan to guide you through the thicket and toward a more comfortable future.

Here are some of the concerns worth talking about at this life stage:

• Buying a house
• Crating will/living will
• Planning for healthcare
• Updating beneficiaries
• Paying for wedding
• Co-mingling assets
• Changing tax status

Interested in learning more? Call McRae Capital to set up a free consultation today, at (973) 387-1080.

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