Changing the Conversation

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

7 Tips About Your Overall Money
Saving, Spending, and Borrowing

7 Tips About Your Overall Money

October 31, 2018
A good friend -- a fellow advisor -- from North Carolina talked about what he…
The Money Mentor
Saving, Spending, and Borrowing

The Money Mentor

October 11, 2017
One of the smartest things I’ve ever done in my life and continue to do…
To Buy or Lease a New Car
Saving, Spending, and Borrowing

To Buy or Lease a New Car

June 7, 2017
As many of you know, I like to keep things simple. For instance, I learned…
Cash crisis?  Four Steps to Get You in the Black
Saving, Spending, and Borrowing

Cash crisis? Four Steps to Get You in the Black

May 24, 2017
Chances are, you or someone close to you has shown up for work on a…
Ever-Expanding Cash Flow
Saving, Spending, and Borrowing

Ever-Expanding Cash Flow

October 26, 2016
Do you remember what it feels like to have a great conversation, an enjoyable game…
The “Do Over” Economy
Saving, Spending, and Borrowing

The “Do Over” Economy

October 5, 2016
I’ve taken about 100 Uber rides over the past year, and I often ask my…

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
1 2 3 4

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
1 2 3 9