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.

family-finances-guidebook-mockup

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

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.

Get to know us

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.

Start today

Subscribe to receive email updates when new insights are available

Sign up today