Estimate Time6 mins
Print Print

Family discussions around money

Learn strategies for better communication on financial goals.

Key Takeaways

  • Family conversations should be ongoing and reflect where people are in their financial journeys.
  • Starting with lighter conversations can help you handle more complex topics later.
  • Review estate documents together, and be sure to understand hopes and intentions.

Start a conversation

Already working 1-on-1 with us?
Schedule an appointmentLog In Required

Learn more

More to explore

Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1190945.2.0