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Retirement & Planning
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Getting Married

Getting married

Creating a financially secure future together starts with the choices you make today. We can help you build a sound financial path for your new life together.

A Schwab Financial Consultant can help you:

  • Discuss how integrated you want your finances to be. 

  • Identify your long-term goals and develop a plan to help meet both of your needs.

  • Discuss your short- and long-term investment objectives and start investing now toward your financial goals.    

  • Determine your insurance needs: at a minimum, consider life and disability insurance.

  • Update your estate plan to include your spouse.

  • Review your financial goals and portfolio regularly to stay on track.

Need help?

Call us at 877-302-5886 or visit your local branch.

What to do on your own:

  • If you're changing your name, take the necessary steps to make it official and notify government agencies, personal accounts, and creditors of the change.

  • Request copies of your credit reports and check them for accuracy.

  • Work together to eliminate unneeded debt.

  • Consult a tax professional to discuss your income tax-filing options and update your W-4 forms as needed to adjust tax withholding.

  • Update beneficiaries for your IRAs, 401(k) plans, and insurance policies.

  • Update your name on all personal accounts and the titles of all property you own.

Helpful Tools

Let us help you start your financial future together.

Call us at 877-302-5886 or visit your local branch.

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