Description
<p>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:</p>
<ul>
<li>Getting Engaged is Romantic</li>
<li>Some Things to Ask</li>
<li>Clarifying each party's attitude towards money</li>
<li>Pulling Reports</li>
<li>Getting answers about invisible obligations – like child support and alimony (in arrears?)</li>
<li>Making provisions to clean up problems before marriage</li>
<li>OR providing guidance on keeping income and assets separated</li>
<li>When to Advise Marriage – if they are NOT Engaged?</li>
<li>When to Not to Get Married at All</li>
<li>When to Schedule the Marriage</li>
<li>How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems</li>
</ul>