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More than half of Americans say they’re not comfortable discussing money with anyone* — even their partners, children and parents. And while it can be awkward or even a little embarrassing, it’s important to the success of your financial strategy to have the conversation with your family.

Why? Including family in financial conversations helps prevent:

• Surprises. If heirs have a clear picture of what they may inherit, they can adjust their own financial strategies.
• Passing on bad habits. Including your family offers the opportunity to share what you have learned about managing money and what they should (or shouldn’t) do differently.
• Extra expenses. From paying for long-term care to providing a financial power of attorney, having a family conversation early can help reduce expensive delays.

Families like yours have also found it helpful to have this conversation with a financial professional present. This allows everyone to better understand how hard you’ve worked to build your assets, what you value, and how helping you managing your savings in the future impacts their own goals.

Reach out to learn more.

*Money and Relationship Survey, 2022,  https://www.financialeducatorscouncil.org/money-and-relationships/

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Consumers Credit Union, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union. Securities and insurance offered through LPL or its affiliates are:

Consumers Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Consumers Credit Union for these referrals. This creates an incentive for Consumers Credit Union to make these referrals, resulting in a conflict of interest. Consumers Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn more

Find out more about Investment Services at Consumers Credit Union, available through LPL Financial (LPL), and meet our LPL Financial Advisors.

Click here