Periagoge
Scenario

When parents disagree about investment advice for their adult children

My daughter just graduated college and wants to put her first job's 401k contributions into target date funds and index funds like we taught her, but my wife thinks we were too conservative and that our daughter should be taking more risk with active funds while she's young, and we're fighting about what advice to give.

More people experience this than they realize.

What we've seen

Two people must reconcile their own financial regrets and hopes through guidance offered to the next generation.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.