Changing the Conversation

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

Bring Yourself a Little More Peace
Other

Bring Yourself a Little More Peace

September 28, 2022
Key Takeaways As humans, we’re all susceptible to occasional errors and misjudgments in our thinking.…
Looking For the Capability, Not the Cash
Other

Looking For the Capability, Not the Cash

September 14, 2022
Key Takeaways Successful entrepreneurs look at things from a capability standpoint, knowing that the cash…
Hitting the Wall
Other

Hitting the Wall

September 7, 2022
Key Takeaways Just as we can “hit the wall” physically when exercising, we can hit…
Thinking Clearly
Other

Thinking Clearly

August 31, 2022
Key Takeaways Many of us are overscheduled, feeling as though we need to multitask to…
Do Something That Seems Impossible
Other

Do Something That Seems Impossible

August 17, 2022
Key Takeaways Some things in life just seem impossible to achieve. Visionaries are people who…
Looking at Life
Other

Looking at Life

August 10, 2022
Key Takeaways What makes for a good life? Oftentimes, we think that being happy and…

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 6 7 8 9