Changing the Conversation

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

Digital Assets
Investing

Digital Assets

April 28, 2021
Key Takeaways You may have heard the acronym NFT swirling around these days. Cryptocurrencies and…
Stock Picking is a Risky Business
Investing

Stock Picking is a Risky Business

April 21, 2021
On Friday, April 9th, the U.S. stock market, as measured by the S&P 500 Index,…
Growing, Moving Forward, and Having Purpose in Retirement
Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 14, 2021
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel…
Virtual Reality Learning
Other

Virtual Reality Learning

April 7, 2021
Key Takeaways With advancements in technology come innovative ways of learning. People are learning more…
A Retreat from Your Devices
Other

A Retreat from Your Devices

March 31, 2021
Key Takeaways We’ve become so attached to our smart devices that we keep them on…
5 Steps to Set Up Each Day
Other

5 Steps to Set Up Each Day

March 24, 2021
Key Takeaways Having some structure to your days can be highly beneficial. Not only are…

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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