What is your current financial picture and what do you and your partner bring to your financial situation? Whether you prefer to do your own research and planning with online calculators and resources or whether you want to sit down with a financial consultant to discuss optimizing strategies for your retirement savings, you can turn to Provident — our mortgage loan partner.
Marriage is not only the connection of two lives but two different sets of finances. To be successful you need to be able to talk about how you are going to manage your finances, so put it all out on the table. Your financial history as well the decisions you make together will create a new financial life for you as a couple. The key is to be ready. So take the time to create a plan. As a newly engaged couple, you can open a joint account, maintain separate accounts or have a combination of both as you plan your wedding.