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Q2 Family & Finance Newsletter

Family & Finance Newsletter: Family Conversations

Written by Minich MacGregor Wealth Management on . Posted in Newsletter, Posts.

Talking about money can feel uncomfortable — especially when it’s with the people closest to us. Whether it’s partners, parents, or children, conversations about finances often get delayed, avoided, or reduced to passing comments. Yet, these are the very discussions that can bring the greatest sense of unity, understanding, and peace to a household.

This issue continues our series on family conversations — the discussions that families need to have together to ensure everyone is on the same page and moving in the same direction with their finances.

This issue covers:

  1. Financial Planning for New Couples
  2. Financial Planning for a Second Marriage
  3. Avoiding Will Procrastination


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Newsletter Q3 R2026

Join Our Newsletter The Retirement Road for Retirement Insights

Written by Minich MacGregor Wealth Management on . Posted in Newsletter, Posts.

Please, subscribe now if you’re not receiving our quarterly newsletter in your inbox.

The latest issue of The Retirement Road, is now available!

This issue is the first of a two-parter on property.  Both issues will focus on several property-related concerns and decisions in retirement.

This issue covers:

  • What to know if you ever contemplate living/owning property abroad in retirement
  • The importance of proper property titling
  • Using a Qualified Personal Residence Trust as an estate planning tool


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most recent monthly newsletter!

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Join Our Monthly Newsletter

Written by Minich MacGregor Wealth Management on . Posted in News, Newsletter, Posts.

Introducing this months Newsletter.

We are excited to introduce our update to our monthly newsletter. Our newsletter is designed to keep you informed with timely financial insights, practical strategies, and resources tailored to your goals.

Each month, you’ll receive updates on topics that matter most — from market trends to planning strategies — all designed to help you make confident decisions for your financial future.

Quarterly Focus: Family & Finance
Four times a year, our newsletter takes a deeper dive into the important intersection of family and financial planning. In these quarterly features, we’ll share strategies, tips, and guidance to help you and your loved ones build, protect, and preserve wealth across generations.

💡 Explore the latest edition now → Family & Finance Newsletter

Stay informed. Stay prepared. Stay empowered.

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