Changing the Conversation

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

blog down arrow
All
College
Core Principles
Employment
Estate Planning
Housing
Insurance
Investing
Life Events
Loans
Other
Retirement
Saving, Spending, and Borrowing
Taxes
Uncategorized
Put Your Patience Hat On
Core PrinciplesInvesting

Put Your Patience Hat On

January 31, 2023
Key Takeaways The coronavirus greatly affected our economy, throwing off the normal economic cycle. We’ve…
Getting into the State of Flow
Core Principles

Getting into the State of Flow

September 1, 2021
Key Takeaways Working in a state of flow means being able to effortlessly concentrate without…
Help Your Grandchildren Make Smart Decisions About Money
Core Principles

Help Your Grandchildren Make Smart Decisions About Money

May 5, 2021
Key Takeaways Making good decisions about money isn’t something that just comes naturally. Children can…
7 Tips About Your Overall Money
Core Principles

7 Tips About Your Overall Money

March 10, 2021
*This was originally posted on 10/31/18 and we thought the reader would enjoy seeing this…
Reason Driven Decisions
Core Principles

Reason Driven Decisions

February 24, 2021
Key Takeaways Sometimes our emotions get the best of us when we’re making important decisions…
6 Things That Are the New Normal
Core Principles

6 Things That Are the New Normal

January 27, 2021
Key Takeaways The pandemic has affected the ways in which we live. COVID-19 has gone…
Page 1 Page 2 Page 3 … Page 19Go to next pageGo to last page
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
1 2 3 4
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
1 2 3 … 9