SECOND MARRIAGE CASE STUDY

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Marketing Pieces

LinkedIn and Facebook Copy

Second Marriage? 💍

Don't let finances complicate your happily ever after.

Blending finances?

Estate planning needs an update?

Retirement goals evolving?

Let's talk!

Schedule a complimentary consultation.

"Second Marriage? 💍

Let's plan your financial future together. 💰

Schedule a complimentary consultation.“

"Second Marriage? ❤️ Congratulations! 🎉 Now, let's talk finances. 💰

Starting a new chapter together? It's time to review your financial picture.

Blending Finances: Combining finances can be complex. Let's discuss the best approach for you.

Estate Planning: Make certain your loved ones are looked after with updated wills, trusts, and beneficiary designations.

Retirement Planning: Coordinate your retirement plans and safeguard your future.

Debt Management: Create a budget that works for your blended household.

Long-Term Care: Plan for potential healthcare needs as you age.

I can help you navigate these important considerations. Schedule a complimentary consultation today!“

#SecondMarriage #FinancialPlanning #EstatePlanning #RetirementPlanning #FinancialAdvisor

Disclaimer: This post is for informational purposes only and does not constitute financial advice

Congratulations! You're getting married!

Here are some financial considerations for a successful second marriage:

Blending Finances: Combining finances can be tricky. Discuss how you'll handle shared expenses, savings, and investments.

Estate Planning: Update your wills, trusts, and beneficiary designations to reflect your new family structure.

Prenuptial Agreement: Consider a prenuptial agreement to protect assets acquired before marriage.

Retirement Planning: Coordinate retirement accounts and plan for a comfortable future together.

Debt Management: Create a budget to handle shared and individual debts.

Long-Term Care: Plan for potential healthcare needs as you age.

Remember: Open communication and seeking professional advice are key to a financially indenpendant and happy second marriage.

Email Copy and Subject Lines

Subject: Important Financial Considerations for Your Second Marriage

Dear [Client Names],

Congratulations on your upcoming marriage! This is an exciting time in your lives, and it's also an important moment to review your financial situation and plan for the future together.

As you begin this new chapter, I wanted to highlight some key financial considerations specific to second marriages:

Blending Finances: How will you manage your finances? Will you combine all accounts, maintain separate accounts for personal expenses, or create a hybrid system?

Estate Planning: Seeing to a smooth transition of assets is crucial. We need to review your existing wills, trusts, and beneficiary designations to make certain they reflect your wishes and help protect your loved ones.

Prenuptial Agreement: A prenuptial agreement can provide clarity by addressing property rights, spousal support, and other important legal and financial matters.

Retirement Planning: How will your retirement plans be impacted by this marriage? We need to review your retirement accounts, Social Security benefits, and overall retirement goals.

Debt Management: How will you handle any existing debt?

Long-Term Care Planning: Planning for potential long-term care needs is essential as you both age.

I encourage you to schedule a meeting with me to discuss these and other important financial considerations in detail. We can review your current financial situation, develop a comprehensive financial plan, and address any concerns you may have.
I look forward to assisting you as you embark on this new chapter together.

Sincerely,
[Your Name] [Your Title] [Your Contact Information]

Disclaimer: This email is for informational purposes only and does not constitute financial or legal advice.

Love & Finances: Let's Plan Together.

New Chapter, New Financial Start.

Love & Money: Making It Work.

Financial Clarity for Your Second Marriage.

Building a Strong Financial Foundation Together.

Professional Guidance for Blended Families.

Second Marriages: Navigating the Financial Landscape.

Love & Money: A Second Look.

Your Future, Our Focus.

Second Chances, Smart Choices.

Let's Create a Financial Plan You Can Love.

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Additional Wealthcare Resources

Supporting clients who are getting married for a second or third time may require a specialized approach to financial planning. Our experienced Planning and Investment Consulting teams are here to partner with you, the advisor, to navigate these unique challenges and ensure the best possible outcomes for your clients. Contact us today to learn more about how we can help.

Disclosures

The following disclosure should be added:

(For WCAP LPL Advisors)

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Wealthcare Partners are separate entities from LPL Financial.

No investment strategy assures a profit or protects against loss.

Wealthcare Advisory Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Advisory Partners LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCAP RIA Only Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Advisory Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Advisory Partners LLC ADV Part 2A. This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCM Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Capital Management LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Capital Management LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCP Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Capital Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Capital Partners LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

FOR INVESTMENT PROFESSIONALS ONLY

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