TURKEY TALK: MONEY MATTERS

As we approach Thanksgiving, the thought of discussing money matters with our loved ones can stir up all kinds of emotions. Those conversations can feel as tricky as trying to carve the perfect turkey—so delicate!

Here’s a little food for thought: being real and open about financial topics could actually strengthen your bonds in ways you might not expect. Sure, it might be tempting to dodge the money chat and stick to lighter topics like the weather or holiday recipes. However, embracing these conversations can lead to a deeper understanding and connection with those you care about. It’s a chance to share values, learn from each other’s experiences, and support one another.

If you need more specific guidance on how to kickstart these conversations or navigate other tricky topics this holiday season, don’t hesitate to reach out. Together, we can make this Thanksgiving one filled with unforgettable memories and stronger connections that last many lifetimes.

Enjoy the articles below, curated for you from the financial world this week—and please have a safe and happy Thanksgiving!

Also, our 4th annual toy drive has officially kicked off—I wanted to thank our amazing clients who have already begun donating. Peek at the article below if you’d like to get involved!

How to Talk Money With Loved Ones This Holiday Season

Pinnacle Wealth Management’s Toy Drive is Underway!

The $100 Thanksgiving: Your Guide to a Fantastic, Fiscally Smart Feast

What to Expect from the Fed on Interest Rates in 2025

The Best Thing About Retirement, According to WSJ Readers

9 Savvy Investment Tax Saving Moves To Make Before 2025