Changing the Conversation

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

Risk
InvestingOther

Risk

November 9, 2022
Key Takeaways With youth comes inexperience and a propensity to take risks. Some risk is…
Popular Investment Trends
Investing

Popular Investment Trends

October 26, 2022
Key Takeaways As investors seek out where to invest, trends start to emerge. We’ll take…
Thoughts on a Bear Market
Investing

Thoughts on a Bear Market

October 12, 2022
The bear market in U.S. equities officially began on June 13th when the S&P 500…
Capitalism, Part I: What Is It?
Investing

Capitalism, Part I: What Is It?

September 21, 2022
With global markets still in turmoil and headlines obsessed with news of inflation and potential…
Digital Currency…What’s Next?
Investing

Digital Currency…What’s Next?

August 24, 2022
“In Italy, for thirty years under the Borgias, they had warfare, terror, murder, and bloodshed,…
Which Game Are You Playing With Your Money?
Investing

Which Game Are You Playing With Your Money?

July 20, 2022
Key Takeaways The Get Rich Game and The Stay Rich Game have two completely different…

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: Do You Have Enough, and Have You Had Enough?

Key Takeaways Do you know how much you need to retire? You may assume you

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,
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