New Haven, Conn. (WTNH) June is wedding season, and if you are getting ready to tie the knot, it’s important to have that first conversation about savings and retirement before you walk down the aisle.
Ben Fuchs, founder of Fuchs Financial, joined CT Style’s Rachel Lutzker to review which financial issues you need to think about and discuss with your future spouse.
In addition to being a Certified Financial Planner ® (CFP), Ben is also a Certified Private Wealth Advisor® (CPWA) professional. He says that the first time you discuss retirement goals, and money in general, with your partner, shouldn’t be when you sit down with a financial planner.
In this interview, Ben answers the following questions:
- When should you start that discussion?
- Do most couples know what’s actually in their partner’s bank accounts & 401ks
before they even get married?
- What’s a good way to create a vision of your ideal retirement lifestyle with your
- What are the key things you need to decide together, before you meet with a
financial advisor for the first time?
So, if you think you might need some help with your financial planning, you’ll want to take advantage of the FREE, no-obligation consultation being offered by Fuchs Financial. To make an appointment and learn more, just visit their website at www.fuchsfinancial.com.
You can also learn tips about retirement online through their virtual-learning center www.fuchfinancial.com/virtual-learning-center/
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