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Frugality: The Essential Money Survival Skill

Someone recently asked me to share my number-one financial tip that would make the greatest impact on a person’s financial well-being. For someone who can speak for hours on the topic, that’s a daunting task. I wanted to quote the late Dick Wagner’s advice to “Spend less, save more, and don’t do anything stupid,” but […]

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Shoplifting an Invisible, Costly Money Problem

In all my experience with problematic money behaviors, there’s one I’ve never addressed—shoplifting. It’s not discussed in the books I’ve co-authored. While I estimate that I’ve worked with or spoken to around 1000 people about their money scripts, I can’t once recall anyone mentioning a money script that they deserved to steal from retailers or […]

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Sarah Swantner’s MS and Pioneering Financial Therapy Internship

It’s not every day that a college student gets to be the first person in the US to accomplish something. It’s rarer when that student’s pioneering achievement is also a “first” for their university. The student is Sarah Swantner, a Certified Financial Planning (CFP) certificant and director of financial planning at Kahler Financial Group. The […]

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We’re All a Little Weird Around Money

“Everybody gets weird around money.” This was one of many great one-liners about money from my good friend and financial philosopher, the late Dick Wagner, CFP. Dr. Moira Somers, a psychologist from Winnipeg, Canada, agrees. In her new book, Advice That Sticks, she says, “Most people are at least mildly crazy when it comes to […]

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How to Help Grandkids Pay for College

One financial goal held by many of my clients is to help pay for their grandkids’ education. This generosity can foster gratitude and family closeness. Unfortunately, it can also foster resentment and family misunderstandings. Here are some suggestions for helping with grandchildren’s college expenses in positive and supportive ways: 1. Be fair. This doesn’t necessarily […]

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