Changing the Conversation

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

Is 2020 the Worst Year Ever?
Core Principles

Is 2020 the Worst Year Ever?

October 7, 2020
If you ever listened to Paul Harvey’s radio show, you know that he’d tell a…
6 Tips to Increase Your Energy
Core Principles

6 Tips to Increase Your Energy

September 30, 2020
“It’s not much of a tail, but I’m sort of attached to it.” That’s Eeyore…
To Disagree and Commit
Core Principles

To Disagree and Commit

September 23, 2020
During the Battle of the Pacific in World War II, General MacArthur would observe the…
Controlling Your Time
Core Principles

Controlling Your Time

September 9, 2020
Self-help books, various diets, workouts and exercise equipment – these are all tools people use…
Time Management Lessons
Core Principles

Time Management Lessons

September 2, 2020
“Putting things off is the greatest waste of life: it snatches away each day as…
How to be Emotionally Resilient
Core Principles

How to be Emotionally Resilient

August 19, 2020
We’ve all had times where we’ve found ourselves overwhelmed by stress, uncertainty, and difficulties in…

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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