Changing the Conversation

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

Who Not How
Core Principles

Who Not How

December 9, 2020
Key Takeaways The next time you’re trying something new, think “Who Not How.” Trying to…
Where Luck Comes From
Core Principles

Where Luck Comes From

December 2, 2020
Key Takeaways Luck may be defined as when chance meets opportunity. While we may consider…
Focus on the Big Picture
Core Principles

Focus on the Big Picture

November 18, 2020
Key Takeaways If you focus on the big picture of what you want to accomplish,…
Zoom Towns
Core Principles

Zoom Towns

November 11, 2020
Key Takeaways COVID-19 has affected the way we live in many ways, and for some…
Effective Communication
Core Principles

Effective Communication

November 4, 2020
Chances are, at some point or another, you’ve come across someone with whom you just…
6 Money Truths
Core Principles

6 Money Truths

October 14, 2020
Occam’s razor is a concept that, when faced with multiple possibilities, the simplest explanation is…

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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