Changing the Conversation

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

Renting vs Owning a Home is a Lifestyle Choice
Housing

Renting vs Owning a Home is a Lifestyle Choice

November 6, 2019
Typically, when one hears the words “the American dream,” one of the images it conjures…
Big Changes Coming to the HECM Market in October
Housing

Big Changes Coming to the HECM Market in October

September 1, 2017
If you have been thinking about establishing an expanding line of credit on your primary…
Downsizing the HECM Way
HousingRetirement

Downsizing the HECM Way

August 28, 2017
There comes a time in most baby boomer couples’ lives, where your kids have flown…
Not Your Father’s Reverse Mortgage
Housing

Not Your Father’s Reverse Mortgage

April 24, 2017
Last year I was meeting with a baby boomer client couple in the suburbs of…
Want to retire and move out of Illinois?  – Pick up your “Get Out of Illinois” Card
Housing

Want to retire and move out of Illinois? – Pick up your “Get Out of Illinois” Card

March 6, 2017
A few months ago, I was meeting with a client at my office. We were…
The decline in golf’s popularity could affect your Florida retirement
Housing

The decline in golf’s popularity could affect your Florida retirement

February 13, 2017
If you’re like many people who have transitioned to Florida, you may have purchased a…

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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