Changing the Conversation

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

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Learning Something New Through Reading
Other

Learning Something New Through Reading

May 18, 2022
Key Takeaways If you’re trying to learn something new, you may be reading up on…
Advice for Graduates
Other

Advice for Graduates

May 11, 2022
Key Takeaways New graduates starting off on their own will be facing a number of…
Helping Children Learn Through Failure
Other

Helping Children Learn Through Failure

May 4, 2022
Key Takeaways Failure tends to have a negative connotation, but it’s an important aspect of…
Getting Great Satisfaction Out of Hard Work
Other

Getting Great Satisfaction Out of Hard Work

April 13, 2022
Key Takeaways Two categories of work are long work and hard work. You get paid…
What’s Your Purpose?
Other

What’s Your Purpose?

April 6, 2022
Key Takeaways Everyone needs purpose in life. The pandemic caused a lot of people to…
Growing From a Place of Simplicity
Other

Growing From a Place of Simplicity

March 30, 2022
Key Takeaways If you’re trying to grow and improve, it’s tough to do that when…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
Retirement

Retirement: Do You Have Enough, and Have You Had Enough?

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 14, 2021
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
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