Financial conversations with family can be positive and productive if approached with the right attitude and an action plan.
Sharing family stories helps strengthen bonds, but busy lives and distance may get in the way. Here are 5 simple ways to connect with the next generation.
Wealth isn’t just financial. It’s also about family culture and legacy. Discover ways to instill values and better equip the next generation to use it with purpose.
Clients often ask about family meetings – not just about investments, but family goals. If you’re not sure where to start, check this out.
Parents and adult children want to engage in financial conversations with each other – but they don’t. We share how you can jump-start financial conversations with your family.
Teaching children about money can help set the stage for good personal finance habits. Here are some ideas for getting started.
Though you may not share the same viewpoints about how to invest your money, families benefit from having these conversations.
Have you talked with your family about your estate plan? See how that discussion can affect them and your confidence about the future.
It’s not unusual for people to feel uncomfortable talking about money. Families often treat the subject as a very private affair.
Effective communication and shared decision-making can help provide financial clarity and a sense of security for all involved.
Wells Fargo Advisors does not provide tax or legal advice.
