fromBusiness Insider
2 weeks agoI'm a wealth advisor, financial therapist, and end-of-life doula. Here's how I tell my clients to talk about money transfer with their family.
As a wealth advisor, I've noticed that my clients often have two reactions to meetings with me. They come out relieved, and even say "That felt like therapy." Or, they emerge worried that they shared too much. Money is really hard to talk about. So is death. It's no wonder that planning for inheritance is fraught for many families. That's why I decided to become a certified financial therapist in addition to a wealth advisor.
Mental health