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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Jul 15, 2024

Including family in your financial planning – While many people wish to keep their
financial planning completely private, as one ages, it can be prudent to inform family
members of your financial planning, estate planning, and help that may be needed from
the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal
story about his oldest client who recently passed away. The conversation includes
situations when bringing your family together to be a part of financial planning can be a
good way to foster open communication about finances, personal choices, and lessening
potential family conflict.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr