Smarter You Series – Marrying Assets

Smarter You Series – Marrying Assets

by Brandon Miller on May 11, 2021

Marriage, Financial Planning, Retirement Planning, Estate Planning, Insurance

This Smarter You Series talk covers how to bring your financial lives together and “marry assets.” We provide lots of suggestions for managing your cash flow as a couple, the tax implications to think of, plus estate planning and insurance considerations when you move from “me” to “we.”

After watching if you have questions or would like to deeper discussion please email us at or call us directly at 833-623-2450.

This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.