The M Word Journal: How to Have the Money Talk

The M Word Journal: How to Have the Money Talk

by Lori R. Sackler


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The M Word Journal: How to Have the Money Talk by Lori R. Sackler

Is money pulling your family apart?

The M Word Journal is based on Sackler’s groundbreaking 2013 book, The M Word (McGraw-Hill Education, 2013, updated 2016), which continues to change the way families view and spend money, transfer assets and wealth, and pass along values. The M Word Journal is a new and comprehensive guide on how to successfully orchestrate the crucial conversations around life’s most profound transitions. It will, along with The M Word, help you negotiate every aspect of your family finances so that you can ultimately keep your money and family relationships intact.

The M Word provides guidance on how to approach the most delicate of subjects without anxiety or stress, so families can reap the benefits of secure financial planning for generations to come. The Journal goes even further and offers a detailed roadmap around Sackler’s five-step plan, so you’ll be able to:

• Successfully prepare for, initiate, and execute the “Money Talk”

• Gather and understand the essential information

• Tackle the issues that accompany wealth transfers and life’s transitions

• Overcome the roadblocks that can keep families from communicating

• Prepare yourself and your family—logistically and psychologically—for the Money Talk

• Create a process for making regular talks that can keep your family and finances intact

The M Word Journal takes you through the “how to” of the Money Talk.

Product Details

ISBN-13: 9781633932548
Publisher: Koehler Studios, Inc.
Publication date: 04/01/2016
Pages: 124
Product dimensions: 8.30(w) x 10.70(h) x 0.40(d)

About the Author

LORI R. SACKLER is a financial advisor, Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Wealth Management, where she leads the Sackler Group. Sackler, with her team, advises a select group of individuals and families on financial security, lifestyle and legacy concerns. Sackler is a Certified Financial Planner, Certified Investment Management Analyst, and non-practicing Certified Public Accountant. She is also the creator and former host of the radio show The M Word on WOR in New York City and author of The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future (McGraw-Hill Education, second edition, 2016) and The M Word Journal (2016).

Table of Contents

Introduction 10
Acknowledgments 12
Chapter 1: Changes in Financial Circumstances 14
Chapter 2: Remarriage and Merging Families 36
Chapter 3: Retirement Planning 60
Chapter 4: Caring for an Elderly Parent 82
Chapter 5: Preparing Heirs and Estate Transfers 102

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