Life Events and Family
Getting Married Money Checklist
The money steps to take around a wedding, sorted by how urgent they are and how much they shape your future.
The sheet in words
Up is urgent (do around the wedding); down is can wait (do within a few months). Left is smaller impact (helps, but less); right is bigger impact (shapes your future).
Talk debts and credit
Share the full picture early
Update beneficiaries
Who gets paid if something happens
Compare health plans
Marriage often opens a sign-up window
Update your W-4
Withholding changes when you marry
Cover each other
Life insurance if one relies on the other
Joint or separate
Decide how to hold the money
Write your wills
Say who gets what, in writing
Name change
ID, Social Security, banks, employer
Money talks now are easier than money surprises later.
General education only, not a recommendation. Deadlines, health plan rules and legal effects vary by state, employer and plan. Education only, not investment, tax or legal advice. Sony Ho, Licensed Life Insurance Agent, NPN 18171750 · wealthprohi.com/check
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