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Family Finances: Real Estate, Money, etc...

  • joan0379
  • 12 minutes ago
  • 1 min read

Family Finances: Holiday Conversations Worth Having

The holiday season brings more than just good food and great company—it offers a rare opportunity to connect with family in meaningful ways. Between the turkey and eggnog, it can also be the perfect time to talk about financial goals and future plans.

These conversations—about estate and retirement planning, post-secondary education savings, debt management, and financial values—can strengthen generational knowledge and support better decisions for the whole family. Open discussions now can help ensure loved ones are informed, aligned, and prepared for what’s ahead.

As your financial partner, I can help you turn those family insights into an actionable plan for the coming year. Wishing you and your family a joyful, financially confident holiday season!

From Investors Group Patricia McGuigan Wealth Management topics


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