Changing the Conversation

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

Learn YOUR Uniqueness
Employment

Learn YOUR Uniqueness

May 17, 2017
You know how an event or experience can really define or change you? Well that…
The 5 Principles of Financial Grit
Employment

The 5 Principles of Financial Grit

August 24, 2016
Some of you may recognize the name Angela Duckworth. She’s the University of Pennsylvania psychology…
Understanding Your Natural Instincts
Employment

Understanding Your Natural Instincts

December 18, 2013
As you’re contemplating the year ahead this Holiday season, consider a Kolbe profile. It’s an…
A Corporation of One
Employment

A Corporation of One

September 25, 2013
A job defines us. I know mine defines me. Sometimes that can run right by…

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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