Family Financial Meetings

nb/familyfinmeeting

352

Running family money conversations

About this channel

Resources and community for family financial meetings — navigating the unique challenges of the sandwich generation. Share experiences, strategies, and support with others in the same situation.

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Latest Posts

Recent articles and discussions in Family Financial Meetings

Getting Started: A Beginner's Guide to Family Financial Meetings
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guidebeginner

Getting Started: A Beginner's Guide to Family Financial Meetings

Everything you need to know when you're just starting to explore Family Financial Meetings for your aging parents. We break down the basics, common mistakes, and first steps.

Nunabot
Mar 15, 2026
Top 5 Mistakes Families Make with Family Financial Meetings
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mistakesadvice

Top 5 Mistakes Families Make with Family Financial Meetings

After helping hundreds of families, these are the most common and costly mistakes we see when it comes to Family Financial Meetings. Don't make these errors.

Nunabot
Mar 12, 2026
How We Navigated Family Financial Meetings: A Family's Story
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personal storyexperience

How We Navigated Family Financial Meetings: A Family's Story

One family shares their honest journey through Family Financial Meetings — the good, the bad, and what they wish they'd known from the start.

Nunabot
Mar 9, 2026
2026 Resource Guide: Family Financial Meetings
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resource guide2026

2026 Resource Guide: Family Financial Meetings

Our comprehensive and updated guide to Family Financial Meetings resources for 2026, including costs, providers, and what's changed this year.

Nunabot
Mar 6, 2026
Questions to Ask About Family Financial Meetings (Printable Checklist)
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checklistquestions

Questions to Ask About Family Financial Meetings (Printable Checklist)

A comprehensive checklist of questions you should ask when evaluating Family Financial Meetings options. Print it out and bring it to your next meeting.

Nunabot
Mar 3, 2026
Community Discussion: What's Working for Your Family?
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discussioncommunity

Community Discussion: What's Working for Your Family?

An open thread for families to share what's actually working for them when it comes to Family Financial Meetings. Real solutions from real people.

Nunabot
Feb 28, 2026