Newlywed Wealth Modeling

Written By Corey D. Boller, CFA

Wealth Protection Rules for Newlyweds

Three.

Behavior and Emotional Wealth Protection are key in guarding your wealth. Both partners should agree to consider the psychology of money habits to avoid these natural human distinctions. With behavioral and emotional bias playing a role in every decision, stakes are only heightened when wealth enters the picture. One, and two, would be wise to discuss openly with each other before making a major purchase.

Two.

Coordinate Milestones: Marriage brings many changes, combining two hearts, and wealth milestones under one roof. In order to rebalance the wealth protection plan, what were once independent milestones, are now jointly considered. Treat your goals as shared successes rather than two separate.

One.

Schedule "Money Dates": Pick an evening, any evening, a minimum of once per month to order takeaway, grab a drink, and review your wealth guardianship, ensure fraud protection, and adjust goals in an open atmosphere.

Corey D. Boller, CFA

With over a decade of leadership in wealth advice and family office structuring, Corey is thrilled to unveil Tempus Wealth Partners, LLC. His vision is to be structured as an independent firm, free from traditional incentive structures that conflict with your needs.

Can you imagine? A practice structured specifically for you.

His passion resides in the competitive field of delivering fiercely personalized guidance to individuals and families who are ready to elevate their financial future.

He most recently served as an Investment Oracle with the C&N wealth advisory group, previously directing portfolio management initiatives within the Bank of Ann Arbor’s Trust & Investment Management Group. Prior to, Corey led a team of four investment specialists, who were responsible for designing and implementing investment strategies for an institutional-scale investment advisor.

Corey serves as an Investor and Advisory Board Member of AntiFragile Music, a company established to help up and coming musicians find their fans and carve their space within the music industry. He served as an Advisory Board Member of the Institutional Investor Registered Investment Advisor Institute, where he contributed his insights and expertise to shape the industry’s future. Corey also contributes his time to several non-profit organizations, such as the Human Rights Campaign and the American Foundation for Suicide Prevention.

Proudly hailing from Michigan, he is a graduate of Eastern Michigan University with a Bachelor of Business Administration in Accounting. He holds the Chartered Financial Analyst® designation, the highest distinction in the investment management industry.

https://tempuswealthpartners.org
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