As you prepare to merge your lives and finances, here are some other questions to address together:
- What does your budget look like?
- Are you both saving enough for retirement?
- Do you have life insurance to care for your loved one in case the unexpected happens?
- How will your bills – including everything from utility payments to cellphone payments – change?
- Whose insurance company will you use?
- What financial institution will you use?
- Do you need to add your significant other as a beneficiary on your accounts?