How to Get Your Family Organized When You're Married

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i didn't know if you had idea of kind of a check list about how to kind of get your your home in order financially. i'm getting married in the spring, and i'm fortunate enough to have found a truly wonderful woman with whom share values. We've been admerged finance since before we really had any money, you know. And so it's really easy for us, as our financial lives got more and more complicated,. We just added things on as joint accounts. All our credit cards, we have both our names on. You can only get five creds in five years, I think each spouse can actually use that If you're trying to chase a card or something

Dr. Disha Spath is hosting with us again this week! Together we answer questions about marriage, family and finances. We talk about merging finances when you get married, 529 and UTMA accounts, how to manage complicated trusts, and how to add beneficiaries to trusts. We also discuss the importance of women getting their term life and disability insurance in place well before they become pregnant. See the show notes at https://www.whitecoatinvestor.com/marriage-kids-and-finances

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

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