Waddell & Reed


Sharing finances with your new partner can be challenging - and at times frustrating - but also very rewarding. Successfully marrying your finances when you say "I do" requires learning about each other's spending and saving habits, communicating clearly and regularly and, perhaps most important, creating a joint financial strategy that fits your immediate needs, long-term goals and your dreams for your future together.

Merging Money

Prenuptial Agreements

Integrating Benefits

This information is for educational purposes only and is not intended as tax or investment advice.

This information is prepared by an independent third party, Broadridge Investor Communication Solutions, Inc. and is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.

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