06/04/2026
PSA: Financial steps to take before and after your wedding day
Getting married is a huge decision. And it comes with a financial to-do list that's arguably more important than choosing a venue or a cake.
Here are three financial steps to take before your wedding:
First, share your income, spending habits, savings and any debts, like student loans or credit cards. Remember, your partner's debt can become yours after marriage.
Next, decide if you'll combine all your accounts, keep everything separate or land somewhere in between.
Finally, discuss your financial goals. Make lists of your short, medium and long-term dreams and find common ground.
After you're married, here are three more actions:
One: Update your employer benefits, like health insurance, usually required within 30 days of getting married.
Two: Review and possibly change the beneficiaries on checking, savings and investment accounts as well as your retirement plans and insurance policies.
And three: Update your tax withholding to reflect your new status.
Honest conversations and careful planning can help you build a financial foundation as strong as your relationship.
This content was provided by Edward Jones for use by Allison O'Connell, your Edward Jones financial advisor at 863 E. Chicago St. in Coldwater. Member SIPC
