Changing the Conversation

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

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Getting into the State of Flow
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Getting into the State of Flow

May 10, 2023
Key Takeaways Working in a state of flow means being able to effortlessly concentrate without…
Advice for Graduates
CollegeLife Events

Advice for Graduates

May 3, 2023
Key Takeaways New graduates starting off on their own will be facing a number of…
Widowhood
Life Events

Widowhood

April 26, 2023
Key Takeaways Losing a spouse is one of the most difficult transitions a person goes…
Flunking Money & Banking 101
Saving, Spending, and Borrowing

Flunking Money & Banking 101

April 19, 2023
On March 13th, the Federal Reserve raised the overnight Fed Funds rate 0.25% to a…
Growing, Moving Forward, and Having Purpose in Retirement
Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 12, 2023
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel…
Help Your Grandchildren Make Smart Decisions About Money
Life Events

Help Your Grandchildren Make Smart Decisions About Money

April 5, 2023
Key Takeaways Making good decisions about money isn’t something that just comes naturally. Children can…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 12, 2023
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
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
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
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
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
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