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Charitable Giving With A Donor Advised Fund

In A Christmas Carol, Charles Dickens has a scene where two charity workers raising funds for the poor approach Ebenezer Scrooge on Christmas Eve. “. . . What shall I put you down for?” “Nothing!” Scrooge replied. “You wish to be anonymous?” “I wish to be left alone,” said Scrooge.

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Simple Living Not Always So Simple

“Living simply with fewer material possessions leaves room for more soul” (meaning more joy, connection, peace, and spirituality). “Material possessions prohibit one from finding deep contentment.” Recently I had a conversation with a person who deeply believed these two money scripts. She was sure there was great emotional and spiritual reward in ridding oneself of […]

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Follow Scrooge’s Path to Financial Well-being

Last week we discussed the most important step of changing a problematic financial behavior: becoming willing to admit that changing the behavior is important and to seriously contemplate the change. Ebenezer Scrooge in A Christmas Carol took that step when he heeded a warning from the ghost of Jacob Marley. The next step in the […]

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Financial Wisdom and Change From Ebenezer Scrooge

For me, the Christmas season doesn’t seem complete without Charles Dickens’s A Christmas Carol. I’ve long been captivated by the transformation of the cold-hearted and calculating Mr. Scrooge, the seemingly inherent goodness of Bob Cratchit, and the haunting visits of the Ghosts of Christmas. As a student of Dickens’s fable, I’ve been amazed at the […]

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