Matt Hoesley

Matt Hoesly, CFP, MSFS, ChFC, AIF, is a financial advisor with Resource 1, Inc. in Norfolk, Va., where his focus is in areas of corporate retirement plans, personal financial advice, and asset management. He has qualified for the Million Dollar Round Table, the premier association of financial professionals, every year since 2008 and has achieved Court of the Table twice. You can contact him at matt at R1advisor.com.

February 8, 2016

8 Financial Must-Dos for Newlyweds

My wife and I went tandem bungee jumping together on our honeymoon. There’s something about an adrenaline rush like that that gets you thinking about the bigger picture. And as a newlywed financial planner, it prompted me to think about the planning we had in place and have a conversation about what our future goals looked like.

First, just talking about it is the biggest step. Open communication between you and your new spouse about your joint financial goals is one of the most important things you can do so you can avoid financial surprises down the road. Once you know where you stand and where you want to go you can take the proper steps to get there. Here is what we learned.

Read more