Summer finances checklist

Ah, summertime - when many of us get to enjoy some much-needed quality time with our closest family members. Whether that family time is a complete joy or a bit challenging at times, it can be a great opportunity to have some important financial chats that often get pushed aside during the busy hustle and bustle of everyday life.

Here is our checklist for how to best structure these conversations over the long summer months.

Download the summer finances checklist