5 Things – Wedding Edition

Here are 5 things I wouldn’t do if I was getting married after being in wealth management for 15 years:

Don’t go into a marriage without having conversations with your spouse around money!

  • Will you have joint bank accounts, etc.
  • Do you have any debt?

I wouldn’t blow all my money (or my parent’s money) on a wedding

  • Try to spend as little as possible, and see if your parents will give you the rest as a down payment.


Don’t only focus on the reception – the ceremony is the most important!

  • The investment in the relationship is the most important, and the ceremonies are the most memorable part of a wedding.


Don’t spend all your money on an expensive band.

  • Get up-and-coming musicians that will work the hardest. You’ll get the best deal.


Don’t spend one minute stressing on your wedding day!

  • Everybody that you love is there to watch you – remember how special this is!

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The views expressed herein are those of the author and do not necessarily reflect the views of the firm or its affiliates. Certain statements may contain forward-looking information that is subject to various risks and uncertainties. Actual results may differ materially from those discussed. Investing in securities involves risk, including loss of principal. Past performance is never a guarantee of future returns. Please consult with your professional, tax, or legal advisor before implementing any investment strategy. Investment advisory services are offered through Indivisible Partners, LLC, a federally registered investment advisor. Services are offered in jurisdictions where the firm and its advisors are registered.