Changing the Conversation

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

From Knowledge Worker to Wisdom Worker
Employment

From Knowledge Worker to Wisdom Worker

January 16, 2019
Have you heard of Twitch? I only recently heard about it. It’s a social platform…
What Are You Uniquely Good At?
Employment

What Are You Uniquely Good At?

May 9, 2018
Remember Andy Rooney from 60 Minutes? He once said, “The less time I have to…
Travel and Earn
Employment

Travel and Earn

October 18, 2017
I know several people who have retired and who golf. During the summertime, some of…
The 5 Principles of Financial Grit
Employment

The 5 Principles of Financial Grit

July 19, 2017
Some of you may recognize the name Angela Duckworth. She’s the University of Pennsylvania psychology…
Learn YOUR Uniqueness
Employment

Learn YOUR Uniqueness

May 17, 2017
You know how an event or experience can really define or change you? Well that…
The 5 Principles of Financial Grit
Employment

The 5 Principles of Financial Grit

August 24, 2016
Some of you may recognize the name Angela Duckworth. She’s the University of Pennsylvania psychology…

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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