Here are eight topics every soon-to-be-married or newlywed couple should consider preferably with the help of their financial advisor -- from the professionals at HD Vest Financial Services.
(You can see a text-only list of these
Account titling and beneficiary designations
Full disclosure
Estate plans and documents
Insurance coverage
Balance sheet review
Creating a budget
Tax withholding
Retirement savings
As life goes on .
Investments are subject to market risks including the potential loss of principal invested.
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through
HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.