Broker Check

Discussing Finances Over the Holidays

December 12, 2022

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.

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. I'm always happy to help you structure that discussion and can help explain why we selected specific approaches with your overall financial management. To help you get the discussion started, here are some topics that you can discuss:

  • Discuss good money habits that you developed over time that helped you get to where you are now
  • Talk about the topic of wealth and what it is
  • Talk about the importance of giving
  • Share ways that they can protect their family's finances through things like life insurance
  • Discuss your goals for the wealth that you have and how that may involve your family
  • Have a conversation about your last wishes when you pass on and who will be in charge of handling your affairs
  • Share a list of who to contact after your passing that can help your family handle the estate or inheritances, the role that they play, and how to contact them 

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.