Changing the Conversation

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

3 Trends That Have Developed
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3 Trends That Have Developed

December 1, 2021
Key Takeaways In our youth, we’re told to follow our dreams and do what we…
Thankful For the “Little” Things
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Thankful For the “Little” Things

November 24, 2021
As Thanksgiving approaches and you look back at this past year, you might find yourself…
5 Habits That Need Changing
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5 Habits That Need Changing

November 17, 2021
Key Takeaways Most of us have some habits we could stand to change. Some of…
Living a Long, Fruitful Life
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Living a Long, Fruitful Life

November 10, 2021
Key Takeaways Some people start to decline in mind and body as they age, whereas…
5 Reasons Why the Cryptocurrency Market is So Volatile
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5 Reasons Why the Cryptocurrency Market is So Volatile

November 3, 2021
Everyone knows that if something is volatile it may be unstable or manic. Volatility is…
How to Approach Life Each Day
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How to Approach Life Each Day

October 27, 2021
Key Takeaways Bill Gates has discussed how he lives his life to achieve success. There…

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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