Including family in your financial planning

Something More with Chris Boyd

Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial planning, estate planning, and help that may be needed from the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal story about his oldest client who recently passed away. The conversation includes situations when bringing your family together to be a part of financial planning can be a good way to foster open communication about finances, personal choices, and lessening potential family conflict. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr