You’re about to embark on your new life together as a couple. Before you get there, you need to plan the wedding and maybe even a honeymoon. Most of the time, these items require a significant investment. If you and your soon-to-be spouse have saved up your own money, consider yourself ahead of the game.
New couples benefit from sitting down and examining their individual attitudes about money to get a clear picture of each other’s financial spending and saving habits and to recognize what each person considers to be valuable purchases.
Identifying and understanding your partner's current financial situation helps open the door to future discussions on how and when to compromise and cooperate on your new household’s finances.
Speak with one of our trusted representatives today. We’ll discuss your individual situation and provide guidance to help you build something worth having, to help you strengthen your position, to help you grow into the plans and dreams you are making for your new life together.
Truliant Provides the Right Strategies to Help Improve Your life.
(1) Truliant Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services Inc. (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc is a registered broker/dealer in all fifty States of the United States of America. Representatives are neither tax advisors not attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, consult your attorney. FR-2440793.1-0219-0321.