Changing the Conversation

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

Getting Great Satisfaction Out of Hard Work
Other

Getting Great Satisfaction Out of Hard Work

April 13, 2022
Key Takeaways Two categories of work are long work and hard work. You get paid…
What’s Your Purpose?
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What’s Your Purpose?

April 6, 2022
Key Takeaways Everyone needs purpose in life. The pandemic caused a lot of people to…
Growing From a Place of Simplicity
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Growing From a Place of Simplicity

March 30, 2022
Key Takeaways If you’re trying to grow and improve, it’s tough to do that when…
6 Things for Good Health
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6 Things for Good Health

March 23, 2022
Key Takeaways There are some basic things we all need for our well-being. These six…
Wars and Rumors of Wars: How to Think Like a Long-Term Investor
Investing

Wars and Rumors of Wars: How to Think Like a Long-Term Investor

March 16, 2022
The world has rightly reacted to the Russian attack on Ukraine with universal condemnation (except,…
Are NFTs Just Beanie Babies?
Investing

Are NFTs Just Beanie Babies?

March 9, 2022
There existed for a brief period of time a restaurant called GarfieldEats. It doesn’t exist…

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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