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May Guidebook- Matrimonial Planning

By Steve Gelber on May 21, 2021

The opportunity to share life’s journey with a loving partner is one of the greatest benefits of a successful marriage.  While love may be blind, one should never go into marriage without having a frank discussion and understanding about financial goals, income, savings, and debt. Marriage will affect your finances in many ways, including shaping your ability to save for your goals, plan for retirement, plan your estate, structure your insurance, and even plan for and file your taxes.

With wedding season upon us, we have prepared the Matrimonial Planning Guidebook.  If a family member or friend, or even you, are “approaching the altar” we hope that this Guidebook is a valuable resource.  Please feel free to share it with friends, family, or colleagues who you feel may benefit.

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