Remarriage questions for your financial professional | Capital Group

Making a big change in your life triggers some big questions.

A financial professional can help you work through the answers. Print this list and have it handy when you’re ready to start the conversation.

How should we approach the possibility of sharing assets?

Are my investment, retirement and college savings accounts still on track?

What is a good long-term strategy for our shared investment goals?

Is it a good idea to pay off our mortgage before we retire?

What is the best strategy for taking withdrawals from our retirement accounts?

How do I transfer money to my children now and later?

What’s the difference between a will and a trust?

What do I need to know about gift taxes?

About us

Learn about how Capital Group has been putting investors first for 93 years and find resources to get you started.

- Get to know Capital Group
  
  Who we are
  
  As one of the world's largest investment managers, we've helped investors succeed by remaining true to our values and approach. We believe in a distinctive way of managing money, an emphasis on research, a long-term view and the recognition of the power of relationships.
  
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  What we do
  
  Capital Group offers a variety of investment options to help you pursue your objectives — including American Funds, one of the largest mutual fund families in the U.S.
  
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  Where to find our mutual funds
  
  Your financial professional can tell you more about American Funds. Or, you can purchase our mutual funds yourself through an online broker.
  
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  The value of guidance
  
  A financial professional can work with you to define your goals and create a plan to help make them a reality. From establishing a budget to selecting investments to riding out market shifts, a financial professional can help you make decisions based on your specific situation.
  
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.