3 Blurry Financial Boundaries for Women
Boundaries are important. But that doesn’t make them easy to set.
When it comes to your money, those boundaries can often get blurry.
Should you give your adult child money regularly? Should you have access to their banking information? Should someone attend financial advisor meetings with you?
Let’s break down the top three blurry money boundaries I see with my clients, and how you can think about them differently to create healthier relationships with family.
#financialfreedom #financialliteracy #financialeducation #financialplanning #retirement #retirementplanning #financialadvisor
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Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS.