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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.

Teaching Your Children About Money

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

Discussing Investments With Your Spouse or Partner

Though you and your spouse or partner may not share the same viewpoints about how to invest your money, it’s important you talk about it.

Talking About Estate Plans

Have you talked with your family about your estate plan? See how that discussion can be part of controlling what happens to you.

It’s not unusual for people to feel uncomfortable talking about money because their families treat the subject as a very private affair.

Effective communication and shared decision-making can help provide financial clarity and a sense of security when talking with family members about money.

Wells Fargo Advisors does not provide tax or legal advice.