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Teens and Money

I see a lot of people asking advice on how to help their children to transition to financial adulthood, particularly when they’re heading to college or otherwise leaving the nest. As a parent of four teenagers, this is something I’ve personally been navigating for the...

Overcoming a Common Money Stumbling Block

A few months ago I started to recognize a pattern that some of my clients were struggling with when I’d ask them to come up with a summary of their spending. It turns out that they’d hit an expense that could have fit into a couple of different categories, and then...

Lending Money to Family or Friends

I had a client come in recently who wanted to talk about lending a significant amount of money to a family member. It’s not something I see a lot, and it got me thinking about what you need to consider before lending money. Lending money to a loved one might make...