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The Difference Between Dreams and Schemes

Is your financial planner’s job to help you do what you want to do—or to talk you out of it?  The short answer to that question is, “Yes.” Or possibly, “It depends.” As I’ve written before, probably often enough so people are tired of reading it, if you consult a fee-only financial planner you are […]

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529 Plans–Not Just for Kids

A couple who are my clients have three adult daughters, all in their 20s. Two of them have chosen not to go to college for now, though they both intend to do so eventually. The third has completed two years of college classes but has put her education on hold for a few years because […]

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Healing from Financial Infidelity

In the last two columns, we’ve focused on financial infidelity and secret spending. This week, let’s look at the good news. Couples can recover from financial infidelity and learn to change the behaviors behind it. In the Healing Money Issues workshops I co-facilitate through Onsite Workshops, we’ve seen some incredible transformations. Here are some of […]

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Fertile Ground for Financial Infidelity

Financial infidelity in a relationship is not usually a behavior that suddenly appears out of nowhere. It often develops over time, and it often grows out of or is part of other problems in the relationship. Like other types of infidelity, it leaves evidence for the partner to find. These are some of the situations […]

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Do You Keep Secrets About Money?

Do you keep secrets from your partner about your money behavior?  If so, you may be guilty of financial infidelity. You may have never even considered such a term, or you may find the very thought offensive. For most of us, the word “infidelity,” used in the context of a marriage or other significant relationship, […]

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