February 12, 2024Anmol Nagpal

Financial documents every couple should have this Valentine's Day

Life Insurance Policies | For the financial planning of couples in case of any uncertainty.

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Tax-related documents | Couples should maintain a record of their tax returns and financial statements.

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Property documents | The couple should keep all the property-related documents if they own any property together.

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Joint bank account | All the terms and conditions should be mentioned, including the rights and responsibilities of each individual.

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Child Plan Fixed Deposit | Saving and Investing a fixed amount for your child's education, marriage, or help him start a new business.

Source: Freepik

Marriage Certificate | It is important for various financial transactions if the couple applies for joint loans, insurance policies, or opening joint bank accounts.

Source: Freepik