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Topic
Family Financial Communication
Last discussed
11mo ago
Nov 5, 2025
1 tagged in 12 months
The Long View: Beth Pinsker - Lessons From 'My Mother's Money'
Morningstar, Inc.·Nov 5, 2025
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BP
Assigning a trusted contact to financial accounts is a necessary security measure to help family members monitor for potential elder fraud or cognitive decline.
“When you put a trusted contact on those accounts, if you get past-due notices, they send a duplicate past-due notice to whoever it is that you've identified.”
Morningstar, Inc. · Nov 2025 · 1 episode · 2K views on this topicExtracted by a model; may misattribute who said what.
In the transcripts