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Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, Funding Your Dreams Generation to Generation, she tells how to use it to fulfill the desires of grandparents, parents and children alike. The book explains intergenerational financial planning, which Akright defines as communication techniques and financial strategies to provide a continuum of financial
June 1, 2001
Janis Samaripa
Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, “Funding Your Dreams Generation to Generation,” she tells how to use it to fulfill the desires of grandparents, parents and children alike.
The book explains intergenerational financial planning, which Akright defines as communication techniques and financial strategies to provide a “continuum of financial prosperity.” By sketching out a “Family Dream List,” relatives can cooperate to realize dreams, such as world travel or college funding.
In an easy and lively style, Akright makes the innovative planning concept come to life with anecdotes from clients. Published by Dearborn Trade, the book (ISBN 0793137136) costs $19.95 in bookstores and online.
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