First comes love, then comes marriage, then comes … the visit to the financial advisor?
Yes, getting married means sharing your financial life. And if you've been visiting a financial professional as a singleton, then tying the knot should include a rethink of your relationship with your financial guru.
"Now that the dynamic of the family has changed, it's important to make sure it's a good fit all around with the advisor and the clients," says Shashin Shah, a certified financial planner and director at SFMG Wealth Advisors in Plano, Texas. "The couple should come in together and formulate a brand-new plan with whole new questions."
A spouse should introduce his partner to his financial professional, taking a meeting to discuss retirement goals, investment questions, insurance needs, estate-planning documents and other financial must-dos. Here's what to know about your first "couples visit" to a financial planner.
Susannah Snider | U.S. News & World Report