This topic may be a trigger for some people which is why this interview is so important. Our guest, a financial advisor, Julie Arkush of Morgan Stanley, speaks with us about financial planning and more specifically, about financial planning when you are planning for a wedding. Marriage is a time for love and romance, but it is also a significant moment with real legal implications affecting your finances and your assets. Shouldn’t you be aware of what those implications are and what you can do to protect yourself and your assets, particularly if you have the opportunity and the knowledge to do something about it?
Like car insurance, nobody plans to have a car accident, but car owners purchase car insurance to protect themselves in the event that a crash might occur in the future.
A homeowner purchases home insurance just in case somebody trips and falls on their property or thr home is damaged unexpectedly.
A prenup is kind of like insurance, in the event that the marriage doesn’t work out.
If you were to purchase a house, or start a new business opportunity wouldn’t you explore and investigate the benefits and faults before jumping into such purchase or opportunity?
If you work hard for your money and the wealth that you have, or plan to have in the future and you are planning to get married now or in the future, then you will definitely want to hear what Julie has to say on this sensitive topic.
Listening to this call, you will learn:
-about instances when a prenup is advisable and when it may not be
-that prenups are not just for the rich and wealthy and why it is important for anyone planning to get married
-a prenup is essential to your estate and financial planning
Listen and learn more about prenups. You just might feel differently about them after you hear a financial advisor’s perspective.
Coffeebreak With Sabra!
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ABOUT JULIE ARKUSH Julie Arkush is a Financial Advisor at Morgan Stanley. She is primarily focused on financial planning strategies and portfolio construction and management and business development. Julie is committed to providing a high level of personal service and concentrates on developing strategies to help her client’s grow and preserve their wealth. She is also concerned with educating and empowering her clients with regard to their financial lives, while helping them create and stick to a comprehensive wealth management plan.Along with her expertise in financial planning, Julie brings with her many years of other professional experience. She practiced law for several years prior to joining the financial services industry, first as a commercial litigator, and then as an assistant attorney general in the Trusts & Estates Section of the Charities Bureau of the New York State Attorney General’s Office. Julie is Series 7 and 66 registered and has her Insurance Licenses in multiple states. She also remains a member of the New York State Bar in good standing. |



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