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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Monday Jun 07, 2021
Monday Jun 07, 2021
According to a 2019 study by GOBankingRates, 73% of Americans have not had a conversation about finances with their aging parents. Meanwhile, 23% have tried to approach the subject, but their parents refused to engage in the conversation. Furthermore, 19% are afraid to bring up the subject at all, and 17% believe talking about money is a taboo in their family.
However, this talk is not something you should shy away from.
In this episode, Larry Heller highlights the importance of having financial conversations with your aging parents. He shares stories of cases he’s seen over the years, illustrating the benefits that can come with having these conversations — and what can happen to those who don’t have the money talk.
Larry Heller discusses:
- The benefits of having financial conversations
- Planning documents and why they are important
- Different approaches for initiating money conversations with your parents
- How Heller Wealth Management assists clients with these conversations
- And more!
Resources:
Connect With Larry Heller
- Email Larry
- (631) 293-2806
- Heller Wealth Management
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