This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission and cooperation. And how to face and fix the problems we discover. This course will cover the following topics:
- Getting Engaged is Romantic
- Some Things to Ask
- Clarifying each party's attitude towards money
- Pulling Reports
- Getting answers about invisible obligations - like child support and alimony (in arrears?)
- Making provisions to clean up problems before marriage
- OR providing guidance on keeping income and assets separated
- When to Advise Marriage - if they are NOT Engaged?
- When to Not to Get Married at All
- When to Schedule the Marriage
- How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems
Learning Objectives
- Discover and clarifying each party's attitude towards money.
- Explore how to get answers about invisible obligations - like child support and alimony (in arrears?)
- Identify when to Advise Marriage - if they are NOT Engaged?
- Identify when to Schedule the Marriage.
- Recognize how to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems.
Last updated/reviewed: March 19, 2024
5 Reviews (50 ratings)
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Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
![Instructor for this course Instructor for this course](https://www.illumeo.com/sites/proformative.com/files/imagecache/user_image_large/pictures/picture-141928-1586286272.png)
Eva Rosenbergcourse online for 15 years