A Friend or Family Member Needs Money. What Do You Do?

Relationships can take on a different hue when money is involved. How should you respond when a loved one or close friend requests money? Autumn Campbell, CFP®, gives direction and insight on how to approach this tricky situation in light of COVID-19.

 

 


 

Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.

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