Changing the Conversation

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

Life Insurances – 5 Key Purposes
Insurance

Life Insurances – 5 Key Purposes

February 8, 2017
Life insurance is like the proverbial red-headed stepchild, or as Rodney Dangerfield used to say,…
Protecting Your Own
Estate PlanningInsurance

Protecting Your Own

November 16, 2016
While it’s not easy being poor, in some ways it’s simpler since you don’t have…
What’s at Risk
Insurance

What’s at Risk

November 18, 2015
As advisors, one of the toughest things we have to deal with is a client…
How to Protect your Wealth from Financial Predators
Insurance

How to Protect your Wealth from Financial Predators

June 4, 2014
A few years ago, one of my close family members was involved in a protracted…

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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