Changing the Conversation

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

Consistently Good Decisions
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Consistently Good Decisions

February 16, 2022
Key Takeaways Wisdom comes from education and experience, but there are other factors as well.…
Remain Calm When Making Money Decisions
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Remain Calm When Making Money Decisions

February 9, 2022
Key Takeaways Dealing with money can be an emotional process. We can only make good…
Stay in Motion
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Stay in Motion

February 2, 2022
Key Takeaways Success isn’t instantaneous. If you have a goal you want to reach, start…
8 Rules to Live By
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8 Rules to Live By

January 12, 2022
Key Takeaways Our country lost a great statesman and professional soldier when Colin Powell passed…
Long-Term Strategic Patience
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Long-Term Strategic Patience

January 5, 2022
Key Takeaways Sometimes you have to slow down to speed up. It’s important to think…
Good Luck Traditions for the New Year
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Good Luck Traditions for the New Year

December 29, 2021
Happy New Year! Do you and your loved ones have any fun and unique ways…

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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