Changing the Conversation

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

Zoom Towns
Core Principles

Zoom Towns

November 11, 2020
Key Takeaways COVID-19 has affected the way we live in many ways, and for some…
Effective Communication
Core Principles

Effective Communication

November 4, 2020
Chances are, at some point or another, you’ve come across someone with whom you just…
Estate and Inheritance Tax
Estate PlanningLife EventsTaxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t…
What’s Up with the Stock Market?
Investing

What’s Up with the Stock Market?

October 21, 2020
On September 2, 2020, the Dow Jones Industrial Average hit an all-time high of 29,100.…
6 Money Truths
Core Principles

6 Money Truths

October 14, 2020
Occam’s razor is a concept that, when faced with multiple possibilities, the simplest explanation is…
Is 2020 the Worst Year Ever?
Core Principles

Is 2020 the Worst Year Ever?

October 7, 2020
If you ever listened to Paul Harvey’s radio show, you know that he’d tell 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
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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
10 Things You Should Know Before Retiring

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who,
4 Programs to Help With Financial Situations

4 Programs to Help With Financial Situations

One of the things we do here at Coyle is put together various kinds of
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