When a Client's Child Gets Married, It's Time to Talk

Analysis July 11, 2025 at 03:26 PM
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What You Need To Know

  • Planning around the happy day presents an opportunity to include adult children in the advisor-client relationship.
  • Parents who want to give a financial gift should do so without strings attached, private wealth advisor Kimberly Maez recommends.
  • Parents should avoid compromising their own retirement security in support of their children.

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