Candace Haralson, CFA®’s Post

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Learn more from Scotia Wealth Management. https://lnkd.in/gxV2vN-W #calgary #yyc #investing #estateplanning

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Learn more from Scotia Wealth Management. https://lnkd.in/gYmYZfhz #calgary #yyc #investing #wealthtransfer

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Read more from Scotia Wealth Management. https://lnkd.in/ecSus4Qa #stjohns #nfld #investing #estateplanning

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Learn more from Scotia Wealth Management. https://lnkd.in/eUJ_hAZZ #kentville #wolfville #novascotia #investing

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Learn more from Scotia Wealth Management. https://lnkd.in/gm-Vwh3D #kentville #wolfville #novascotia #investing

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. Avoiding these subjects can have serious repercussions down the line. Read more from Scotia Wealth Management. https://lnkd.in/gkgVAa4D #toronto #investing #valueofadvice #wealthtransfer

It may seem awkward or impolite to talk about the future of your wealth, but discussing it openly with loved ones is the right thing to do to ensure the long-term success of your wealth and the people you leave it to. Please visit our website to learn more and let us know if you have any questions. https://lnkd.in/eFbGvZQa #yyc #calgary #familywealth

It may seem awkward or impolite to talk about the future of your wealth, but discussing it openly with loved ones is the right thing to do to ensure the long-term success of your wealth and the people you leave it to. Visit our website to learn more. https://lnkd.in/g2FNYwTX #victoriaBC #sidneyBC #wealthtransfer

Scotia Wealth Management advisors are often involved in family discussions regarding the transfer of wealth. We witness the unique pain points many families face and, by leveraging the added value of a team-based approach to your planning, can share strategies to help make these discussions easier. Please visit our website to learn more. https://lnkd.in/giRQT5mq #investing #wealthtransfer #calgary #yyc

Wealth is a complex topic to navigate, particularly within a family context. Many families are unprepared to discuss money with each other in terms of amounts and future plans, and many others are uncomfortable with it altogether. What’s more daunting is when estate plans and legacies are at stake. So, what causes people to shy away from this kind of discussion? One pervasive reason is the approaches different generations take toward financial literacy. Read more from Scotia Wealth Management. https://lnkd.in/gbQwsiws #londonontario #ldnont #investing #wealthtransfer