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.
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?
|Learn the importance of talking to your family about their financial situation|
|Conversation starters anyone can use to talk to their partners, parents, or children|
|A financial planning checklist to help you consolidate all of your financial information|
|Learn how Manning & Napier can help you and your family create a comprehensive financial plan|
Who we are
Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.
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.