Changing the Conversation

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

The Four D’s of Urgency & Importance
Core Principles

The Four D’s of Urgency & Importance

May 27, 2020
Idle hands are the devil's workshop, we don't want to go there, and that's something…
OBE – Overcome by Events
Core Principles

OBE – Overcome by Events

May 20, 2020
Mann Tracht, Un Gott lacht is an old Yiddish adage that means; man plans and…
6 Important Items for Our Health
Core Principles

6 Important Items for Our Health

April 1, 2020
There are six essentials that are important for our health, watch the video to learn…
The Positive Problem
Core Principles

The Positive Problem

March 25, 2020
The movie Apollo 13 with Tom Hanks, depicted the true story of the Apollo 13…
When Was the Last Time You Did Something For the First Time?
Core Principles

When Was the Last Time You Did Something For the First Time?

March 4, 2020
As children, everything in life is new. Something as simple as jumping up and down,…
The Four Agreements
Core Principles

The Four Agreements

February 19, 2020
“It was the best of times, it was the worst of times, it was the…

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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