A project of the Orthodox Union
Start your new life with a
clear financial plan
Engaged? Newly married?
Enjoy a free financial coaching package with Living Smarter Jewish! Get on the same page as your spouse from the beginning – and set yourselves up for financial security.
Now that you’re TWO, there’s a lot that’s NEW
Should we be combining our bank accounts?- How do we deal with healthcare?
- How do we save on parental support?
- How do taxes change when I get married?
- Do we need life insurance? Which plan?
- What's the most tax efficient way to save?
- What should we do with the wedding money we get as gifts?
Living Smarter Jewish is here to help you navigate all this – and more.
Budgeting
- Cash-flow management
- Managing expenses
- Banking basics
Saving & Investing
- Creating a savings plan
- Investing options
Other topics
- Plans for buying a home
- Retirement
- Insurance
* These are the general categories. However, you are not limited to these topics. This is your time to discuss what’s important to you and your spouse
How does it work?
1
FILL OUT
your contact information and goals for the coaching
2
GET A CALL BACK
from a coordinator who will pair you with a best-fit expert
3
MEET YOUR COACH
and arrange a follow-up schedule together. Start your journey to success
