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Have You Talked to Your Adult Children About Your Retirement?

April 10, 2018

Many older people across the United States have not talked to their adult children about impending retirement plans, which can generate a lot of questions and confusion about what the future holds. A fidelity study conducted in 2016 identified that more than one-third of parents had never talked to their adult children about retiring because they felt that the conversation never came up. However, any detailed conversation about estate and financial planning, including conceptions about when retirement may occur, can give everyone greater peace of mind and confidence. 

Although some families still treat conversations about money, retirement, and finances as taboo, it is critical to ensure that your children give yolong term planning help with a lawyer u a chance to say what you need to say when the topic of finances comes up. It can be hard to gauge generational gaps in conversation and lack of clarity about estate planning and retirement planning strategies, but sitting down with a lawyer can help. Before adult children make suggestions, they should do their own research.

They should never come to the table without having an open mind about what their parents believe to be their own best interests. Many times, adult children may not be clear about what the parent intends to accomplish with his or her retirement planning or the assets held in place. Having a conversation about these issues, as well as any long-term care insurance policies is important.


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Schedule your free Exploratory phone call

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can be of assistance.

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Explore all available job
listings and become a part of an amazing team.

Our Social Media

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Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more