Changing the Conversation

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

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,…
Retirement Habits
Retirement

Retirement Habits

August 12, 2020
You’re probably well aware that car insurance rates for young people are very high. This…
How to Transition Into Retirement
Retirement

How to Transition Into Retirement

June 17, 2020
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?
Retirement

Which Game Are You Playing With Your Money?

January 29, 2020
Board games and card games can be a whole lot of fun, and they can…
Are You In Charge of Your Retirement?
Retirement

Are You In Charge of Your Retirement?

December 11, 2019
In the military, you always know who’s in charge and who’s in control. There’s 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
1 2 3 4

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
1 2 3 9