Changing the Conversation

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

Looking at Life
Other

Looking at Life

August 10, 2022
Key Takeaways What makes for a good life? Oftentimes, we think that being happy and…
What You Need to Help Someone Move Forward
Other

What You Need to Help Someone Move Forward

August 3, 2022
Key Takeaways What are the key components when helping others and getting them to trust…
Being Wrong in a Different Way
Other

Being Wrong in a Different Way

July 27, 2022
Key Takeaways No one likes being wrong, but there are lessons to be learned from…
Which Game Are You Playing With Your Money?
Investing

Which Game Are You Playing With Your Money?

July 20, 2022
Key Takeaways The Get Rich Game and The Stay Rich Game have two completely different…
What’s Happening With Stablecoins?
Investing

What’s Happening With Stablecoins?

July 13, 2022
Bill Hillman, a bull running enthusiast, wrote a book about how to avoid being gored…
Preparing For Retirement Part III
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…

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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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

5 Tips for Planning for Retirement

Key takeaways Retirement planning may not be as easy as watching a funny comedy movie,

Retirement Habits

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