Changing the Conversation

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

Preparing For Retirement Part III
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…
Preparing for Retirement Part II
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…
Preparing for Retirement Part I
Retirement

Preparing for Retirement Part I

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

Investing and the Serenity Prayer

June 15, 2022
  God, grant me the serenity to accept the things I cannot change, the courage…
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…
Point/Counterpoint – The Back and Forth on Cryptocurrency Regulation
Investing

Point/Counterpoint – The Back and Forth on Cryptocurrency Regulation

June 1, 2022
In March 2022, President Biden signed an Executive Order promoting the responsible development of digital…

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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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
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