In this episode of the Veritas Wealth podcast, Rick and Barry dive into the complexities of financial planning for blended families. As families merge due to remarriage or loss, new dynamics bring unique challenges and opportunities. From estate planning to handling relationships between family members, this conversation sheds light on key considerations. Whether you’re in […]

Financial Planning for Blended Families

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs.
Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, toward genuine prosperity. This is when your resources are aligned with a sense of self and life. Some call it ‘marrying your money to your meaning’.

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Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, toward genuine prosperity. This is when your resources are aligned with a sense of self and life. Some call it ‘marrying your money to your meaning’.

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Financial Planning for Blended Families

Financial Planning for Blended Families