According to Fidelity, 76% of the next generation wants to know if they're named beneficiaries, but only 35% of Baby Boomers feel they need to talk with designated beneficiaries. So what should be shared and what should be kept quiet?

Sources:

https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.