Financial planning for blended families

Create a new financial roadmap together

Combining families under a new relationship can be a wonderful and exciting time, so you don’t want to risk having different views on money matters create dissention.

Watch this video to find out the financial implications of creating a new family dynamic and the things you and your partner need to discuss, arrange, and plan. It all starts with open communication and full transparency.

When you blend families, there’s a long list of things for you and your partner to figure out. Your finances should be near the top.

Entering a new life partnership means creating fresh financial goals – no matter what lifestage you’re in. It can be a delicate process to build a financial roadmap that considers all parties – current and former spouses, young dependent children, or those grown-up and out on their own. Don’t put these important discussions aside.

This video will help you get a grasp on three key topics that will make financial planning for your blended family easier: assets, tax breaks, and estate planning.