Morgan Stanley

Make Financial Literacy a Family Affair

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life.

Cover the Basics: Financial Education 101

It’s never too early to start improving financial literacy in your family. A great first step is covering the basics. Refresh your own knowledge—and while you’re at it, share what you learn with your loved ones.

Encourage Good Financial Behaviors

Putting young adults on a path to lifelong financial wellness means helping them gain experience managing money responsibly. Use these resources to help your loved ones build their financial knowledge and develop effective money habits that may stick with them for a lifetime.

Have the Conversation About Family Money

Discussing family finances is especially important with adult children, no matter their age. It’s not always easy, but starting the conversation is a key step in long-term wealth planning.

Financial Education Starts with Family

But it doesn’t have to end there. Your Morgan Stanley Financial Advisor can provide you and your loved-ones with guidance, tools and information to help you build healthy financial habits together and have meaningful discussions about your future. Uncover what matters most to you—and work with your Morgan Stanley Financial Advisor to help guide the conversation.
Build a strong financial foundation for you and your family. Find a Morgan Stanley Financial Advisor who can help. 

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This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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