Sign up to receive exclusive financial insights:



Next Generation – Planning and Discussing

For many families and individuals that we work with, a significant amount of time is spent planning for the next generation. This multigenerational planning is often different for each person, which is why we believe it is important to have these conversations and provide the best tools to accomplish those goals. In many cases, a part of that process involves meeting with clients and their children to facilitate discussions, provide financial education, and answer questions.

The New York Times article linked below shares common reasons parents are skipping the planning conversation all together, and why it is crucial not to.

4 Reasons Parents Don’t Discuss Money (and Why They Should)

The opinions expressed in the linked article are those of the author, and do not purport to reflect the opinions or views of CPWM, LLC, its affiliates, or any of their respective employees. Full disclaimer found here.

  Back to Insights Page