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How Different Generations Use Tech for Money Management

Knowing the devices loved ones prefer to use for financial matters can be a way to open the door to conversations about an important, but sometimes awkward, subject.

Talking to family members about wealth planning is crucial, but getting the conversation started can be awkward. A relevant icebreaker can help.

One to consider: A recent survey found that different generations prefer to use different technology when it comes to money management. With this in mind, ask your family members about the tech they use to help manage their finances and what makes it a favorite. That can then lead to more important, and more necessary, topics to discuss.

What can Wells Fargo do for you?

Creating a plan for every generation of your family can be a challenge. Schedule time with your team to get started.

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