My siblings and I all have different approaches to investing the money from our inheritance, but none of us actually understand concepts like risk tolerance, diversification, or tax implications well enough to have a real conversation about what makes sense.
More people experience this than they realize.
Emotional family dynamics are colliding with technical financial decisions that require knowledge none of them possess.
“Where Are You with Financial education — what schools never taught?”
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.