Changing the Conversation

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

Why You Should Be a Lifelong Learner
Core Principles

Why You Should Be a Lifelong Learner

February 5, 2020
It’s likely that, somewhere in your home—maybe on a wall, maybe in a box in…
5 Things to Help You Live Longer
Core Principles

5 Things to Help You Live Longer

January 8, 2020
You may have heard Okinawa, Japan referred to as the Island of the Immortals. It…
There Are Great Benefits to Boredom!
Core Principles

There Are Great Benefits to Boredom!

December 4, 2019
If you think of information in the Cloud as “Cloudlandia” and interacting with others in…
Keep Your Brain Healthy, Start Your Day Without the Internet!
Core Principles

Keep Your Brain Healthy, Start Your Day Without the Internet!

November 20, 2019
One hundred years ago, the famous inventor and businessman, Thomas Edison, would, at the end…
Are You Happy?
Core Principles

Are You Happy?

November 13, 2019
I really love that song, “Happy,” by Pharrell. It came out in 2013, and every…
How to be Emotionally Resilient
Core Principles

How to be Emotionally Resilient

October 30, 2019
We’ve all had times where we’ve found ourselves overwhelmed by stress, uncertainty, and difficulties in…

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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