Changing the Conversation

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

Working Through a Problem
Other

Working Through a Problem

January 25, 2023
Key Takeaways Sometimes when we have a problem, we need creativity to find solutions. There…
Risk and Reward: When Markets Misbehave
Investing

Risk and Reward: When Markets Misbehave

January 18, 2023
Needless to say, 2022 was a disappointing year for equity and fixed-income investors worldwide[1]:  …
Retirement: What to Do Now, to Make a Difference Later
OtherRetirement

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…
The Best Version of Yourself
OtherUncategorized

The Best Version of Yourself

January 4, 2023
Key Takeaways Everyone wants to be happy in life. Being happy looks different for different…
New Year, Fresh Start
Other

New Year, Fresh Start

December 28, 2022
Are you a New Year’s resolution maker? Whether or not you make a resolution every…
Making the Most of the Christmas Season
Uncategorized

Making the Most of the Christmas Season

December 21, 2022
For many people, the Christmas season is an opportunity to gather with family and friends…

Estate and Inheritance Tax

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

Tax Cuts & Jobs Act 2017

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

The Charitable Double Benefit

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

The 2 Out of 3 Tax Rule

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

Last-minute Tax Reminders

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

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in
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Retirement: What to Do Now, to Make a Difference Later

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

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

Key Takeaways Do you know how much you need to retire? You may assume you

Preparing For Retirement Part III

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

Preparing for Retirement Part II

Key Takeaways This is Part II of a three-part series on retirement. You’ll need a

Preparing for Retirement Part I

Key Takeaways This blog will take a slightly different format over the next few weeks.

Growing, Moving Forward, and Having Purpose in Retirement

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