Financial Fitness

Money and Family: Making Financial Discussions Easier

Many adults find it difficult to discuss money matters with family, but it's an important part of investment planning.

June 18, 2018


The Elder Needs Research findings from Wells Fargo revealed that many older investors are not yet talking with their families about their finances, later-years plans, and the types of help they may need. Discover more of the findings from the Elder Needs report.

Many Americans find it difficult to discuss finances with their relatives, but family financial discussions are an important part of wealth and legacy planning. These conversations with family can be positive and productive if approached with the right attitude and an action plan. Learn more from Wells Fargo Advisors.

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Additional Resources

Modeling good financial habits and talking with your kids about money can help them learn lifelong lessons in money management.