Wedding Bells & Beneficiaries

Investments | July 7, 2023

Creating a joint budget, buying life insurance, and communicating openly about money are important for staying on top of your finances. The additional task of naming beneficiaries to your financial accounts is equally important and should be done as soon as you’re married.

Insurance and Investment products are *Not FDIC Insured *No Bank Guarantee *May Lose Value *Not Insured by Any Federal Government Agency *Not a Deposit