Insights

April 29, 2025

Bringing the Next Generation Into Your Financial Planning Discussions

In Estate Planning, Family Needs, Financial Planning, Wealth Strategy

Talking about money can be uncomfortable for many people; it’s taboo in our culture to reveal too much about our finances, often even with those closest to us. Additionally, discussions about money can generate strong emotions, or feel intimidating and overwhelming. But as parents become grandparents, retire, and begin thinking about building their legacy and passing wealth to their heirs, bringing the next generation into the conversation becomes essential.

As financial advisors and wealth managers, we have worked with innumerable families as they plan for the future. In this brief, we offer some ideas to help families invite the younger generation to the financial table and prepare them to become responsible stewards of wealth.

Read and/or download the full brief below.

Related Articles

September 9, 2025

Ask the Expert Videocast: Willamette Valley Benefits

In Coldstream’s inaugural Ask the Expert videocast episode, Wealth Manager Glen Goland, JD, CFP®, invites guest Elma Friend, President of Willamette Valley Benefits, to discuss Medicare. With over three decades of experience in healthcare and a focus on Medicare, Elma brings a wealth of expertise around Medicare trends and issues. Willamette Valley Benefits specializes in [...]

Contributions from: Glen Goland, CFP®, JD

September 2, 2025

What to Know About Hospice Care

Serious illness and the imminent passing of a family member or close friend can be one of the most challenging and heart-wrenching times in a person’s life. Luckily, the ability of healthcare professionals to work alongside patients and family members as they face these difficult moments is rising to the challenge. Hospice is one of [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

August 15, 2025

Maximizing Your Meta Benefits: A Strategic Guide for 2025

Meta provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Meta’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Meta’s stock units can be a powerful tool to help you achieve your [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®