Changing the Conversation

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

What You Need to Help Someone Move Forward
Other

What You Need to Help Someone Move Forward

August 3, 2022
Key Takeaways What are the key components when helping others and getting them to trust…
Being Wrong in a Different Way
Other

Being Wrong in a Different Way

July 27, 2022
Key Takeaways No one likes being wrong, but there are lessons to be learned from…
Separating the Doers From the Dreamers
Other

Separating the Doers From the Dreamers

June 8, 2022
Key Takeaways Some people are dreamers, whereas others take action and are the doers in…
3 Principles for Decision Making
Other

3 Principles for Decision Making

May 25, 2022
Key Takeaways Some decisions are easy, but many require some thought. If the decision is…
Learning Something New Through Reading
Other

Learning Something New Through Reading

May 18, 2022
Key Takeaways If you’re trying to learn something new, you may be reading up on…
Advice for Graduates
Other

Advice for Graduates

May 11, 2022
Key Takeaways New graduates starting off on their own will be facing a number of…

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

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,

Retirement Habits

You’re probably well aware that car insurance rates for young people are very high. This
1 2 3 9