Insights

Make it a tradition: Start the year with a family financial meeting

February 3, 2026

Family meeting
Rational Wealth Solutions

Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions? That gap in financial confidence can show up at any age, which is why an annual family conversation about finances is especially worthwhile. A simple family meeting can start building shared understanding and help everyone feel more knowledgeable and prepared.

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