The Community Conversation by CommunityAmerica4 Des 2023

Finances Throughout Life Stages: Marriage

When two individuals come together to join their lives as one, it’s a huge milestone, and comes with a lot of unknowns. What shouldn’t be unknown, is how this marriage will affect their finances. As an individual and as a couple, there are some things to prepare for, and things to keep in mind throughout this process that will set you up for success. Things like transparency, compromise, and openness to including a third party in your financial planning can be tremendously helpful as you embark on building a life together.

This podcast is brought to you by CommunityAmerica Credit Union. This recording is for educational and entertainment purposes only. It is not intended to replace the advice of a loan representative or financial advisor. The examples provided are for illustration purposes only and may not apply to your situation. Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs. You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind.

Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here.

Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.

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