Merging Money & Families

The wedding date has been set, the dress selected and the invitation list drafted. You are well on your way to marital bliss. But what have you done about money matters?

Chances are the two of you have different approaches to spending and saving. To avoid future arguments it's best to take a few steps toward successful financial bonds.

Some of the things to discuss...

• Income, earned and unearned
• Investment and savings philosophy
• Spending habits
• Accumulated debt
• Joint or separate bank accounts
• Views on children/childcare
• Retirement plans/planning

Other Considerations...

• Your Investment Plans
• Your Spending Plan
• Your Savings Plan
• Your Beneficiary Designations
• Your Health Care Plans
• Your Life Insurance Needs

Establishing New Joint Accounts
For assistance in establishing new joint accounts call us at 1-800-772-1090 or visit any People's United Bank Branch.

People's Financial Advisors is a division of People's Securities, Inc. Investments & Insurance are available through People's Securities, Inc. (member FINRA and SIPC), a subsidiary of People's United Bank.