Changing the Conversation

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

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…
Consistently Good Decisions
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Consistently Good Decisions

February 16, 2022
Key Takeaways Wisdom comes from education and experience, but there are other factors as well.…
Remain Calm When Making Money Decisions
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Remain Calm When Making Money Decisions

February 9, 2022
Key Takeaways Dealing with money can be an emotional process. We can only make good…
Stay in Motion
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Stay in Motion

February 2, 2022
Key Takeaways Success isn’t instantaneous. If you have a goal you want to reach, start…

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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