Changing the Conversation

Discover financial and family well-being by looking at money differently

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Helping Children Learn Through Failure
Other

Helping Children Learn Through Failure

March 22, 2023
Key Takeaways Failure tends to have a negative connotation, but it’s an important aspect of…
Capitalism, Part II: Will Population Growth Deplete the Earth’s Natural Resources?
Life Events

Capitalism, Part II: Will Population Growth Deplete the Earth’s Natural Resources?

March 15, 2023
“If you want one year of prosperity, grow grain. If you want ten years of…
5 Steps to Set Up Each Day
Other

5 Steps to Set Up Each Day

March 8, 2023
Key Takeaways Having some structure to your days can be highly beneficial. Not only are…
Hundred Year Curriculum
Other

Hundred Year Curriculum

March 1, 2023
Key Takeaways Whether we like it or not, we’re expected to attend school for a…
7 Things to Say to Yourself Daily
Other

7 Things to Say to Yourself Daily

February 22, 2023
Key Takeaways Steve Jobs offered some words to live by a few years back. The…
Reason Driven Decisions
Life EventsOther

Reason Driven Decisions

February 15, 2023
Key Takeaways Sometimes our emotions get the best of us when we’re making important decisions…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
Retirement

Retirement: Do You Have Enough, and Have You Had Enough?

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 14, 2021
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
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