January is the month of New Year’s resolutions, and with high stress about finances in the coming year, there’s a way that families can work towards a financially healthy 2026: setting a shared goal.
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Craig Bolanos, co-founder and wealth advisor at VestGen Wealth Partners, joined WBBM Newsradio’s the Noon Business Hour this week to discuss the benefits of this teamwork approach to boosting finances. He included tips on how to start up the conversation without things getting awkward.
“I think money, for some reason, is still taboo for some families,” Bolanos said. “When we talk about having this family meeting, when we discuss creating a shared goal and inclusion, you know, that doesn’t mean that the children…