Including family in your financial planning

Including family in your financial planning – While many people wish to keep their

financial planning completely private, as one ages, it can be prudent to inform family

members of your financial planning, estate planning, and help that may be needed from

the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal

story about his oldest client who recently passed away. The conversation includes

situations when bringing your family together to be a part of financial planning can be a

good way to foster open communication about finances, personal choices, and lessening

potential family conflict.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

 


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