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Swimming Confidently in Dangerous Waters

A model for navigating family financial events

We’re in a new era of family interdependencies. In recent years, approximately 60 percent of Americans aged 50 and older have provided financial assistance to members of their family, including adult children, parents, grandchildren, siblings or other relatives.1 This generosity, in which people place importance on helping family, runs through our culture. 

Presently, many adult children and grandchildren are struggling with careers, tuition costs and a variety o

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