Financial Turning Points: The Parent’s Dilemma
If you help your clients raise financially fit kids, everyone wins: Your clients get peace of mind that their children will be better equipped for life on their own, the children get a financial head start to prepare them for financial independence, and your practice benefits from stronger client relationships and, potentially, a new generation of clients.
Financial Turning Points: The Parent's Dilemma
Our new paper examines:
Why learning by example isn’t enough to prepare kids for financial independence
Simple rules of thumb that advisors can encourage their clients to use when teaching their children about money
Why parents should be more transparent with their children about their money situation
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