Changing the Conversation

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

Is It Safe?
Investing

Is It Safe?

October 14, 2015
With the recent market correction, many clients are asking us, “Is it safe?” It reminds…
The Tricky Dance with Bonds
Investing

The Tricky Dance with Bonds

June 3, 2015
Do you remember “bearer bonds” from 30 to 50 years ago? Those bonds had actual…
Rule of 72 Favors the Prepared Mind
Investing

Rule of 72 Favors the Prepared Mind

May 27, 2015
Are you familiar with the Rule of 72? It’s a shorthand way of calculating how…
Investing—History Repeats Itself
Investing

Investing—History Repeats Itself

February 11, 2015
Many of you know Warren Buffett, the billionaire head of Berkshire Hathaway (aka the Oracle…
Economic Forecast – a Ruse?
InvestingOther

Economic Forecast – a Ruse?

January 7, 2015
Have you heard this joke before? How many central bank economists does it take to…
Two Key Rules to Preserving Wealth
Investing

Two Key Rules to Preserving Wealth

September 3, 2014
Remember the 1960s TV show “Sing Along With Mitch”? It featured an animated bouncing ball…

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: What to Do Now, to Make a Difference Later

Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For

Retirement: Do You Have Enough, and Have You Had Enough?

Key Takeaways Do you know how much you need to retire? You may assume you

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
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