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Knowing your Money Story is powerful. Once you have a better sense of the factors and experiences that shape your relationship with money, you can more effectively identify barriers and gaps in your knowledge

Philanthropy offers an opportunity for families to connect in a way that may be less contentious than other potentially taboo money topics, such as inheritances and personal spending habits.

Financial literacy alone is not the “magic key” to unlocking generational financial success.

Having navigated relentless worries over the health and safety of our families in 2020 means we should be able to take on just about any tough issue—even those that were previously considered contentious, such as talking about money.

Uncertainty is likely to be with us for the foreseeable future, but how we respond and adapt to that reality is within our control when we openly address our financial vulnerabilities and take steps to minimize them.

When we speak about money, we often focus on the technical aspects of our financial capabilities but being in touch with our emotional intelligence is equally, if not more, important.