Changing the Conversation

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

Reconnecting to True Happiness
Core Principles

Reconnecting to True Happiness

August 5, 2020
Over the past few months, you may have seen articles and news stories about how…
Our Cognitive Ability as We Age
Core Principles

Our Cognitive Ability as We Age

July 8, 2020
If you’ve spent any amount of time around young children, you’ve probably noticed they’re full…
Finite Mindset vs. Infinite Mindset
Core Principles

Finite Mindset vs. Infinite Mindset

July 1, 2020
In school, you likely took a number of exams, many of which were true or…
2 Things You Cannot Buy: Time and Love
Core Principles

2 Things You Cannot Buy: Time and Love

June 24, 2020
“He who has his health has a thousand dreams. He who has not has only…
Mindful Optimism During Scary Times
Core Principles

Mindful Optimism During Scary Times

June 10, 2020
We're dealing with three issues right now; unexpectedness, shock, and disruptiveness. If we look at…
What are Your Priorities in Life?
Core Principles

What are Your Priorities in Life?

June 3, 2020
You may have heard this story, but it’s worth repeating because it’s a good reminder…

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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