Married Life

 

Top 5 Philanthropic and Financial goals for Pre-married and Married life

 

Pre-Married Life

1. Continue to put part of my monthly salary towards my investment account

2. Make sure all bills are paid on time

3. Donate time to local philanthropy and nonprofits

4. Live a debt free life with a good credit score

5. Start talking to my future husband about finances

 

Married Life-Documents that need updating after Marriage 

1. Retirement Plans

2. Credit Card documents

3. Power of Attorney

4.  Wills, trusts, and life insurance

5. Health insurance policies