Changing the Conversation

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

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Alternative Approaches to Pay for College
College

Alternative Approaches to Pay for College

November 2, 2022
Key Takeaways Families with high school seniors are now in the season of college visits.…
9 Tips for College Grads
College

9 Tips for College Grads

May 6, 2015
It’s that time of year again when newly minted grads leave college campuses nationwide to…
Gifting to Your Grandchildren
College

Gifting to Your Grandchildren

July 9, 2014
You know, there is nothing like listening to the joy of first-time grandparents talking about…
College Funding for Grandchildren
College

College Funding for Grandchildren

August 21, 2013
We have lots of great experiences with our clients here at Coyle Financial. But probably…
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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