Skip navigation

Family Funds

Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, Funding Your Dreams Generation to Generation, she tells how to use it to fulfill the desires of grandparents, parents and children alike. The book explains intergenerational financial planning, which Akright defines as communication techniques and financial strategies to provide a continuum of financial

Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, “Funding Your Dreams Generation to Generation,” she tells how to use it to fulfill the desires of grandparents, parents and children alike.

The book explains intergenerational financial planning, which Akright defines as communication techniques and financial strategies to provide a “continuum of financial prosperity.” By sketching out a “Family Dream List,” relatives can cooperate to realize dreams, such as world travel or college funding.

In an easy and lively style, Akright makes the innovative planning concept come to life with anecdotes from clients. Published by Dearborn Trade, the book (ISBN 0793137136) costs $19.95 in bookstores and online.

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish