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Family Conversations

Financial conversations with family can be positive and productive if approached with the right attitude and an action plan.

Embracing change (PDF)

The one certainty about life is that it’s always changing. Read our report to learn how women prepare for and manage the unpredictability of life.

When I’m 64

Get financial insights for caregivers from noted professionals, including Wells Fargo’s Head of Aging Client Services, Ron Long, in this Stanford Center on Longevity podcast.

Being a Caregiver (PDF)

If you are providing care for a loved one, you’re not alone. Learn more about how to take care of yourself while caring for another

Teaching Your Children About Money

Teaching children about money can help set the stage for good personal finance habits. Here are some ideas for getting started.

Discussing Investments With Your Spouse or Partner

Though you may not share the same viewpoints about how to invest your money, families benefit from having these conversations.

Talking About Estate Plans

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.