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Financial Planning for the Generations

There are some very good reasons why your financial planning activities and discussions should span the generations.  In most families, the needs and interests of family members overlap.   Even if your money is separate, planning needs to happen for all.

Here is an article addressing Financial Planning for the Generations. I think you may find it helpful in evaluating your own financial plan.  

If you have questions or would like a second opinion regarding your own planning, please give us a call.  

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Written by Connie C. Guelich, CFP, AEP, CLU, ChFC. This represents our views at the time of this writing, and it is subject to change. It is not intended to be personal investment advice. If you would like to discuss your own account, please don’t hesitate to call us.