Changing the Conversation

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

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…
Being Thankful in 2020
Other

Being Thankful in 2020

November 25, 2020
If you had to describe 2020 in one word, what might that be? Challenging? Difficult?…
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…
Estate and Inheritance Tax
Estate PlanningLife EventsTaxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t…

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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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
10 Things You Should Know Before Retiring

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who,
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