Kiplinger

Financial Advice I Would Give My Younger Self – Planning for a Young Family

As a planning expert frequently on the lecture tour, I often get asked, “What else should we know?”  I always look at the younger audience members and think – if only I knew this back when.  That’s the motivation behind this expert series on planning advice I would give to my younger self.  Last month, I penned the first of four articles and began with the topic of planning for education funding.  This month, I shall follow my younger self past college and my first job, and into the next “typical” stage in life – getting married and starting a family. 

When you meet the love of your life and are talking marriage, it’s often hard to think beyond the immediate excitement of the engagement, wedding, and honeymoon.  Yet, discussing your financial philosophy with your future spouse is critical.  You are, after all, entering into

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