Will talking money spread holiday cheer or get you sent to the kids' table?

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Do you consider yourself a smooth talker?

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When your family gets together, the vibe is generally:

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Which topic of financial conversation is top of mind for you?

With a holiday shopping list this long, I won’t be retiring until *grabs calculator*

It’s great being back home for the holidays. But what happens to the house if…

No amount of eggnog can help me forget the state of my bank account

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Would you rather…

Air your concerns about getting your family retirement-ready

Wear that outfit your

Aunt Clara gave you to work?

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Would you rather…

Brave the topic of your

family’s estate plan at the dinner table?

Be seated next to your weird uncle Larry at every family gathering?

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Would you rather…

Get frank about holiday overspending with loved ones?

Tell your in-laws that you will, in fact, be needing that gift receipt?

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Ok, that’s promising.

And what specifically would you want to cover in your convo?
(select all that apply)

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Would you prefer to talk about any of these topics this season?
(select all that apply)

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Ok, that’s promising.

And what specifically would you want to cover in your convo?
(select all that apply)

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Ok, that’s promising.

And what specifically would you want to cover in your convo?
(select all that apply)

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You've got this.
And we've got your back.

Awkward silence?

Not at your holiday gathering, because you know discussing retirement planning and other money matters doesn’t have to be uncomfortable.

Check out this guide for helpful talking points:

Retirement Planning Guide

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You could use a holiday pep talk.

Connect with a Financial Professional

Or browse these articles to break through the awkward silence and ace that money conversation.

Retirement Planning Guide

Talking about estate planning

How to ditch that holiday debt

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You've got this.
And we've got your back.

Awkward silence?

Not at your holiday gathering, because you know discussing estate planning and other money matters doesn’t have to be uncomfortable.

Check out this guide for helpful talking points:

Talking about estate planning

This website uses cookies. By continuing to browse this site, you agree to our use of cookies. Read our Cookie Policy.

You've got this.
And we've got your back.

Awkward silence?

Not at your holiday gathering, because you know discussing spending, saving, and other money matters doesn’t have to be uncomfortable.

Check out this guide for helpful talking points:

How to ditch holiday debt

This website uses cookies. By continuing to browse this site, you agree to our use of cookies. Read our Cookie Policy.

Will talking money spread holiday cheer or get you sent to the kids' table?

Do you consider yourself a smooth talker?

When your family gets together, the vibe is generally:

Which topic of financial conversation is top of mind for you?

Would you rather…

Would you rather…

Would you rather…

Ok, that’s promising.

Understood.

Ok, that’s promising.

Ok, that’s promising.

You've got this.And we've got your back.

Awkward silence?

You could use a holiday pep talk.

You've got this.And we've got your back.

Awkward silence?

You've got this.And we've got your back.

Awkward silence?

You've got this.
And we've got your back.

You've got this.
And we've got your back.

You've got this.
And we've got your back.