Beyond Financial Planning: Helping Families Prepare Young Adults for the Financial Independence of College

Financial planners can offer their clients added support by providing financial lessons to their children from an early age and emphasizing the significance of early communication and expectation setting

Journal of Financial Planning: March 2024

 

Paulina Mejia is national fiduciary counsel at Fiduciary Trust International (www.fiduciarytrust.com), a global wealth management firm headquartered in New York, NY.

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