Changing the Conversation

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

You’re Out of Work. Who Knows and How Can They Help?
Employment

You’re Out of Work. Who Knows and How Can They Help?

January 13, 2021
    Enough has been written about today’s unemployment rates and the challenges associated with…
5 Habits to Stay Focused
Core Principles

5 Habits to Stay Focused

January 6, 2021
Key Takeaways Many people are finding it difficult to focus in these stressful times. Our…
Welcome 2021!
Other

Welcome 2021!

December 30, 2020
For many of us, putting 2020 behind us is a welcome thought. It’s certainly been…
Making Christmas 2020 Festive and Bright
Other

Making Christmas 2020 Festive and Bright

December 23, 2020
For many of us, this year’s holiday season will look a little different than that…
Gift Ideas: Two Books Worth Reading Over the Holidays
Investing

Gift Ideas: Two Books Worth Reading Over the Holidays

December 16, 2020
It’s December, and if you’re looking for ideas for the readers on your holiday gift…
Who Not How
Core Principles

Who Not How

December 9, 2020
Key Takeaways The next time you’re trying something new, think “Who Not How.” Trying to…

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 Habits

You’re probably well aware that car insurance rates for young people are very high. This

How to Transition Into Retirement

Ready! Set! Reinvent! That’s the title of our new two-module, 12-lesson course on the topic

Which Game Are You Playing With Your Money?

Board games and card games can be a whole lot of fun, and they can

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a
10 Things You Should Know Before Retiring

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who,
4 Programs to Help With Financial Situations

4 Programs to Help With Financial Situations

One of the things we do here at Coyle is put together various kinds of
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