Wedding Wednesday : 6 Valuable Pre-Wedding Financial Checklist Tips!
Hi Beautiful Brides!
Santiago Rios III, a dedicated and thoughtful Financial Advisor with Edward Jones, shared with us 6 valuable Pre-Wedding Financial Checklist Tips!
What Pre-Wedding Financial questions do you have?
Photo Courtesy of IndyBride2B
Congratulations on your engagement!
Before those wedding bells start ringing, please consider talking with your Financial Planner or reaching out to Santiago Rios III. He has many years of experience with helping with all the important financial decisions you as a couple will need to address.
This checklist can help you work through them together.
Agree on your financial goals
Set up the basics
Prepare for the unexpected
Review your investments
Consider tax implications
Plan your estate
Within this checklist, some of the financial goals to discuss are developing a monthly budget and sticking to it, determining the amount you will need to save each month to achieve your goals, if changing your last name - updating your Social Security card and driver’s license, adjusting your tax withholding on form W-4 at your employer to reflect your new marital status…and so much more!
Santiago Rios III can help you define your short term and long term goals and show you how you can stick to them with the appropriate strategy designed to achieve them! It can be a lot to think about, but, he is here to help.
Here is his contact information:
Photo Courtesy of Santiago Rios III
Santiago Rios III, Financial Advisor
12564 N Gray Road, Carmel, IN 46033
www.edwardjones.com/santiago-rios
Santiago.Rios@edwardjones.com
(317) 846-1779
Edward Jones, Member SIPC
Thank you Santiago for sharing this valuable information!
He is one of our featured Vendors and we have more information on his valuable services in our IndyBride2B - Vendors - Real Estate and Finance section on our website.
We are proud to recommend 5 Wedding Bells - our highest recommendation!
