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Discussing Finances Over the Holidays

December 01, 2023

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. Hopefully you are looking forward to the time that will be spent as you catch up with everyone. For my family, this season is a time of reflection and connection as we bid farewell to the old year and look, with hope, toward the new. 

As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth. 2024 is right around the corner, and we've found that the best strategy for success is being proactive. Having a conversation about how to pay for the education of the kids and grandkids should be welcomed as we pass the potatoes. Maybe discussing a strategy to build generational wealth through investments and insurance could be a good conversation starter as you drink eggnog. Whatever your current financial situation, open transparent conversation is the key to family success.

I'm always happy to help you structure that discussion and can help explain why we selected specific approaches with your overall financial management. This could be done through in-home kitchen table talks or through a Zoom meeting to involve family from out of state. Discussing financial matters can be challenging, so please let me know if I can ever be of assistance, and don't hesitate to share my contact information or let me know how I can help.

Happy holidays to you and your loved ones.