Know Before You Commit

Before you enter into any relationship, it's important to know how the other person perceives money. This is particularly important to know if you plan to spend your life with that person. Plus, listeners ask:

  • Can funds from a UGMA or UTMA be moved into a minor's 529 plan?

  • What is our opinion of spiders (the ones spelled SDPRs)?

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Biggest Retirement Blunders

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New Year. New Questions.