Changing the Conversation

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

Don’t Waste a Good Crisis
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Don’t Waste a Good Crisis

October 6, 2021
Key Takeaways Although we tend to think of a crisis as a bad thing, there…
How to Make a Good Decision When Bad Things Happen
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How to Make a Good Decision When Bad Things Happen

September 29, 2021
Key Takeaways Life is full of surprises, and sometimes those surprises can really throw us…
Don’t Define Wealth with a Measuring Stick
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Don’t Define Wealth with a Measuring Stick

September 8, 2021
Key Takeaways It’s easy to measure tangible things, but difficult to do the same for…
The Secret to Happiness
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The Secret to Happiness

August 18, 2021
Key takeaways People naturally want to live a happy life. No one wants to focus…
What it Takes to Have a Good Life
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What it Takes to Have a Good Life

August 11, 2021
Key Takeaways A long-term Harvard study examined what makes a good life. The results were…
Do You Drive Your Own Money?
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Do You Drive Your Own Money?

July 28, 2021
Key Takeaways Henry David Thoreau’s two years living at Walden Pond were spent pondering how…

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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