Newlyweds Financial To Do List

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Posted on 24th July 2013 by Rita in FREE Consumer Guides

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newlywed financial to do list

There are many details newlyweds need to tend to after the wedding excitement dies down. Since the majority of newlyweds are combining households and finances a financial to do list is a must. Below you will find a list for this task, you can also click on the image (left) if you would like to print it out.

Change Beneficiaries: If you want your spouse to own these assets should something happen to you It would be wise to go through all of your insurance policies (LIFE, health, auto, home owners), investment accounts, savings accounts, 401(k) plans, IRAs, and any other accounts and (more…)

Do single people need life insurance?

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Posted on 28th June 2012 by Rita in Life Insurance

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singlegirlemployed

Single people with no children don’t have anyone who is relying on their income, therefore it seems logical to think you do not need life insurance. Here are a few life examples in which Life Insurance is a benefit for those who are single…

  • If you financially provide support for parents, siblings, or loved ones, you may want to consider having a policy in place for their care and support when you are no long here to provide for them.

  • Do you have substantial debt, or perhaps you’re a joint debtor with your sister/brother on a mortgage? This person would be responsible for (more…)