Though being (or becoming) “rich" would seem to be a universal quest, the mixed experiences of those born into, married into, or suddenly rich undermine the fantasy that “rich equals “happy.” Sometimes the guilt, shame, and the complexity of growing up with abundance can create unwanted family dynamics that st...
We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money story and its influence on your behavior is vital to your overall financial health and success. It is also key to building and maintaining financial harmo...
A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about i...
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...