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Life Aspiration Planning

Building Wealth With Real Estate: A Look Back

There’s nothing like cleaning out your attic or a storage unit to offer a chance to reflect on your life. I’m currently “enjoying” this opportunity as I dig through boxes holding decades of accumulation. It takes a lot longer if you stop and ponder on the contents of...

From College Fund to Retirement Nest Egg – Tax Free

When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital. I dutifully funded those accounts monthly for years, until they accumulated enough to fund...

How the NAR Settlement Will Change the Way You Buy a Home

A few weeks ago, an anti-trust lawsuit against the National Association of Realtors (NAR) was settled for 419 million dollars. News reports announced this would slash commissions by 25% to 50%. How would that happen? First, a quick look at how selling and buying...

Why Prenuptial Agreements Can Be Valuable for Many Couples

Last week’s column discussed the importance for engaged couples of having open conversations about money before the wedding. This week we’ll look at some reasons a couple might want to consider signing a formal prenuptial agreement. Prenups, which establish how...

Build Emotional and Financial Intimacy With Prenup Money Conversations

Imagine for a moment that you and the love of your life are young, starry-eyed, and newly engaged. Someone asks, “Do you plan to get a prenup?” You would likely stare at them in stunned disbelief and say something like, “Are you kidding? Of course not! We don’t have...

Rate Your Financial Wellbeing: Part Two

Continuing last week’s exploration of characteristics that define financial wellbeing, this week we’ll look at eight positive C’s and their negative counterparts. Again, I suggest considering where you see yourself along the spectrum between each pair. 1....