Multigenerational Financial Planning is Important
Moving forward into the new year, breaking the underlying rule that money is too forbidden to discuss between family members is crucial. Inevitably, family members will need to find common ground regarding financial strategy. What if financial planning involved more than just talking to an advisor? Could it also serve as a springboard for a meaningful dialogue on the family unit’s future as a whole, including grandparents, children, and partners? Financial advisors have been moving …