Looking for tips or advice for planning your wedding? Your in the right place. We are about to dig deep. This goes way beyond the decor.
Launched by Derek Gauci and Tiffany Welka 04/29/2022
How to: Create your own discounts
- Bundle services with one company
- Purchase services with a credit card to collect rewards (DO RESEARCH: PAY BILLS MONTHLY)
How to: Financially plan as a family (Questions to ask)
- Joint accounts?
- Set Financial Goals as a family.
- How do you plan on investing as a family?
How to: Change your name everywhere
Name Change Checklist
Presented by The Welka Wealth Team at VFG Associates
- Social Security Administration
- Driver’s License
- Post Office
- Add spouse to all checking accounts.
- Get a digital copy of your marriage licence (make copies)
- Savings accounts
- Add Beneficiary to savings accounts
- Money market accounts
- Add beneficiary to all money market accounts
- Add Beneficiary to checking accounts
- Brokerage accounts
- Add Beneficiary to brokerage accounts
- Retirement Accounts
- Add beneficiary to all retirement accounts
- Life insurance policies
- Health insurance
- Policies and pharmacies
- Rental agreements & mortgages
- Real estate
- Insurance policies
- homeowner’s or renter’s insurance policies
- Add spouse as beneficiary to all life insurance policies
- Change name on liabilities (student loans, auto loan, etc.)
- Request new checks from your bank
- Human Resources
- Email accounts – Forward from old account
- Credit cards and add spouse
- Change your name on your
- Memberships and subscriptions
- Professional licenses and designations
- Social media accounts
Download your checklist prepared by Tifffany Welka by clicking Download below
Contact Tiffany Welka on the Welka Wealth Team at VFG Associates for more assistance and financial advisory services, Especially “Financial Harmony” a 7 step program for engaged and married couples. More on the 7 step prograpm coming soon!