GUIDEBOOK

The Financial Conversations Your Family Should Have

Learn the importance of talking to your family about finances, and get helpful conversation starters anyone can use to talk to their partners, parents, or children in this guide.
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A guidebook for the sandwich generation

Talking to your family about money is a key part of financial planning, but it can be a difficult topic to address.

The generation that has most responsibility when it comes to initiating financial conversations with family members is the one “sandwiched” between their children and aging parents that both require their assistance, while still having to plan their own financial future during their peak earning years.

So where do you start?

What's inside

blue-checkmark Learn the importance of talking to your family about their financial situation
blue-checkmark Conversation starters anyone can use to talk to their partners, parents, or children
blue-checkmark A financial planning checklist to help you consolidate all of your financial information
blue-checkmark Learn how Manning & Napier can help you and your family create a comprehensive financial plan

Who we are

We strive to be your one-stop shop for financial wellness, which is why we consider all aspects of your financial health, from investments to taxes and more, to build your plan. And with regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

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We can help

Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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