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Leo Tolstoy begins Anna Karenina with the line: Happy families are all alike; every unhappy family is unhappy in its own way. Much the same can be said for successful multi-generational family businesses as well as family businesses that are...
One of the most challenging conversations for a financial advisor to have is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice.
One of the most challenging conversations for a financial advisor is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
