Changing the Conversation

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

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
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Advice for Graduates

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

May 4, 2022
Key Takeaways Failure tends to have a negative connotation, but it’s an important aspect of…
4 Historical Asset Bubbles (That Weren’t Stocks or Real Estate)
Investing

4 Historical Asset Bubbles (That Weren’t Stocks or Real Estate)

April 27, 2022
Asset bubbles are nothing new. Real estate and stock market bubbles get the most press,…
What Playing Wordle Has Taught Me
Investing

What Playing Wordle Has Taught Me

April 20, 2022
It seems that there are always things in capital markets and economics to think about,…

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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