We have found that families who talk about money may do better financially over the long-term. We developed this workbook to help you explore your financial values, concerns, and priorities, and to help you communicate them to your family.  Please use this workbook to introduce financial topics and have important conversations about wealth with your children, grandchildren, and loved ones.

Retirement looks different for everyone. Americans are living longer than ever and are enjoying active, exciting retirements. This worksheet is designed to help you identify what’s important to you and develop ideas for how you will use your time once you’re no longer working.

When it comes to investing your irreplaceable wealth, it can be difficult to navigate the countless options at your disposal. This complexity is often made worse by all the noise that you’re exposed to on a daily basis from the media, friends, and the internet. In an ever-changing landscape, we believe that there are certain enduring principles that should guide the way you think about investing money. This eBook is designed to shed light on some of the most important.