Newly Married · Florida

Retirement Planning for Newly Married in Florida

Planning tools for the money side of retirement, written with newly married couples in mind — kept in the same Vault as your will.

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What newly married couples should know

  • Marriage is the point where two sets of finances start to become one plan.
  • Put shared and separate assets and debts in one place.
  • Set savings goals together and see whether you are on track.
  • Check your insurance coverage now that someone else depends on you.
  • What marriage does to a will in Florida: Getting married after signing your will does not revoke it, but an omitted later spouse or child may receive a statutory share. Divorce does not revoke the whole will; it voids provisions affecting your former spouse, unless an exception applies. Source: Fla. Stat. § 732.507; Fla. Stat. §§ 732.301, 732.302.

Frequently asked questions

Why does retirement planning matter for newly married couples?

Marriage is the point where two sets of finances start to become one plan.

Does getting married affect my will in Florida?

Getting married after signing your will does not revoke it, but an omitted later spouse or child may receive a statutory share. Divorce does not revoke the whole will; it voids provisions affecting your former spouse, unless an exception applies. Source: Fla. Stat. § 732.507; Fla. Stat. §§ 732.301, 732.302.

Is this financial advice?

No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.

What do the retirement planning tools cost?

It is included in your Vault. Your will is free.

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