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THE M WORD: The Money Talk every Family Needs to have about Wealth and their Financial Future by Lori Sackler

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2Life’s Transitions

Where Are You in Life, What Issues Are You Facing, and Which Money Conversations Need to Take Place?

The only sense that is common in the long run is the sense of change—and we all instinctively avoid it.—E. B. White

Every transition point in life is a money transition. You might think, “Of course you see the world through a financial lens; you are a financial advisor.” But if you dig beneath the surface, no matter what life change or stage you are experiencing, you will see that money is involved and is a key component driving it. Are you looking for a new job or business? Are you going through a painful divorce? Are you evaluating long-term-care options for either your parents or yourself? Are you considering a plan to retire ...

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