Natalie and David are just weeks away from their wedding but still have some questions around how to merge finances after marriage. Coming from different backgrounds, they have their own unique fears around financial instability and setting goals together. Should they consider signing a prenup before walking down the aisle to help safeguard their future?
In this episode of What Should I Do With My Money?, listen in as Natalie and David get advice on merging their marital finances from Stacey, a Morgan Stanley Financial Advisor.
Visit our episode website for a deeper dive on topics covered in this episode like managing finances as a couple and a prenuptial agreement, or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.
This material has been prepared for educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
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