Love

To Love, Honor and Make Financial Decisions as Equal Partners

To Love, Honor and Make Financial Decisions as Equal Partners

(Image credit: Getty Images) In my work with families, one pattern stands out: The more complex the wealth, the easier it becomes for one partner to drift into the background. This imbalance can obscure decisions and quietly erode confidence, agency and long-term financial security. Silence around money is rarely neutral; it tends to harden into […]

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Love and Legacy: What Couples Rarely Talk About (But Should)

Love and Legacy: What Couples Rarely Talk About (But Should)

(Image credit: Getty Images) Financial conflict isn’t a guarantee of marital dissatisfaction, but when it’s pervasive and goes unresolved, it can be a limiting factor in a relationship’s growth. Effective money management and conflict resolution are a winning combination for financial intimacy, according to a 2023 study published in the Journal of Family and Economic

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We Are Retired, Mortgage-Free, With $970K in Savings. My Husband Wants to Downsize to Lower Our Costs, but I Love Our House. Help!

We Are Retired, Mortgage-Free, With $970K in Savings. My Husband Wants to Downsize to Lower Our Costs, but I Love Our House. Help!

Question: My husband and I are retired, comfortable, and mortgage-free with $970K in savings and $5K in Social Security benefits per month. He wants to downsize to lower our costs, but I love our spacious house. Help! Answer: For many people, retirement presents an opportunity to downsize to a smaller home and shed some of

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I Retired at 63 to Enjoy My Free Time but My Grown Kids Ask for Help With Childcare Constantly. I Love My Grandkids but It’s Too Much. What Should I Do?

I Retired at 63 to Enjoy My Free Time but My Grown Kids Ask for Help With Childcare Constantly. I Love My Grandkids but It's Too Much. What Should I Do?

Question: I retired at 63 to enjoy my free time, but my grown kids constantly ask for help with childcare. I love my grandkids, but it’s too much. What should I do? Answer: The nice thing about being retired is getting to take back control of your time, as opposed to having to be on

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Donating Stock: The 2-for-1 Deal You’ll Love at Tax Time

Donating Stock: The 2-for-1 Deal You'll Love at Tax Time

For many families, the holiday season comes with familiar rituals: untangling last year’s Christmas lights, decorating the tree and rediscovering ornaments we swore we’d organize “better next year.” Charitable giving should feel just as joyful and natural — but for many households, it’s also a moment when good intentions collide with inefficient habits. The biggest

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