WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Give the Gift of Financial Peace of Mind

Posted by Seton McAndrews | CFP®, Vice President Investments

December 10, 2014

The holiday season gives families the chance to get together for quality time and festivities, but it also presents you with an important opportunity – to have a constructive conversation with your family about your finances and estate plan. If you’ve been meaning to have this discussion but haven’t started it yet, the holidays are a perfect time to do it. While it may be difficult at first, the benefits to everyone will be worth it.

Fidelity Investments found that 86% of parents felt peace of mind after having conversation with their children, yet only one-third of parents and children agree about the right timing for these conversations.1

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