Changing the Conversation

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

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

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

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you…
Preparing For Retirement Part III
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some…
Preparing for Retirement Part II
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a…
Preparing for Retirement Part I
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.…
Growing, Moving Forward, and Having Purpose in Retirement
Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 14, 2021
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel…
5 Tips for Planning for Retirement
Retirement

5 Tips for Planning for Retirement

February 17, 2021
Key takeaways Retirement planning may not be as easy as watching a funny comedy movie,…

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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