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Living Independently Blog

Fidelity Investments Family & Finance Executive Summary

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asset_2016-fidelity-investmentsAccording to the Fidelity Investments Family & Finance Study, while children are willing to help their parents as they age, 4 in 10 families disagree on the roles and responsibilities children should assume. It’s critical to have a plan now for the future that your family and friends agree upon. This study will help you understand:

  • Where children and their parents typically disagree when it comes to long-term planning
  • Why discussing your long-term plan is important
  • How to initiate this conversation
  • And More!

Get the Fidelity Investments Family & Finance Executive Summary here.

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