Matrimonial merger

MONEY MAKEOVER

Matrimonial merger

A couple bring to their union children from previous marriages, as well as lots of stuff. We help them sort it out.

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Out of the red and into the black

Money makeover

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The profile: Ron and Marilyn

Ron and Marilyn are merging children, homes, debt and savings. They wish to coordinate their goals and manage debt.

Couples in second marriages have special considerations in the financial planning process.

Ron and Marilyn should take these steps to place their finances on a firm foundation.

	•	Overview: Investing money
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	•	Spotlight
	•	Poll: Investing money
	•	Money Makeover
		- The profile - The problem - The plan

	•	Tools & resources

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