Changing the Conversation

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

Helping Children Learn Through Failure
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Helping Children Learn Through Failure

May 4, 2022
Key Takeaways Failure tends to have a negative connotation, but it’s an important aspect of…
Getting Great Satisfaction Out of Hard Work
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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…
Achieve Goals with Tiny Habits
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Achieve Goals with Tiny Habits

March 2, 2022
Key Takeaways When we look at goals we set for ourselves, they sometimes seem very…

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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