Changing the Conversation

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

Widowhood
Life Events

Widowhood

August 25, 2021
Key Takeaways Losing a spouse is one of the most difficult transitions a person goes…
Estate and Inheritance Tax
Estate PlanningLife EventsTaxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t…
Blissfully Married
Life Events

Blissfully Married

August 26, 2020
Name that event: a formal setting, two people in love, shoving cake into each other’s…
Consider Doing This Before Your Child Leaves for College
Life Events

Consider Doing This Before Your Child Leaves for College

October 3, 2018
If you have a child who’s leaving for college soon, there’s one important thing to…
Life without Mom and Dad
Life Events

Life without Mom and Dad

March 26, 2018
John Dragstrem talks about how to prepare for your special needs child’s adulthood.  John introduces…
Transitions of Life and Death
Life EventsSaving, Spending, and Borrowing

Transitions of Life and Death

May 11, 2016
On April 13, one of our partners experienced the joy of becoming a grandfather—on the…

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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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

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
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