Changing the Conversation

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

Achieve Goals with Tiny Habits
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Achieve Goals with Tiny Habits

March 2, 2022
Key Takeaways When we look at goals we set for ourselves, they sometimes seem very…
Are You Playing the Get Rich or Stay Rich Game?
Investing

Are You Playing the Get Rich or Stay Rich Game?

February 23, 2022
Key Takeaways It’s important to know what game you’re playing in life. If you don’t…
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…
Money, the Metaverse, and You
Investing

Money, the Metaverse, and You

January 26, 2022
The Metaverse. A buzz word blinked into existence, paradoxically ubiquitous in pop culture while also…

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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