Certified Financial Planner Board of Standards Inc.
12/17/2025 | Press release | Archived content
My Dad Doesn’t Like to Talk About Money. But I Have Something I Need Him to Hear.
A son wants to suggest their wealthy father set up a retirement fund for his ex-stepdaughter's young child, but he is unsure how to broach the topic. Experts recommend framing the conversation around concern for the child, and if the father decides to set aside funds, the father should consult an estate planning attorney or CFP® professional.
SlateKristin Wong December 17, 2025
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