Changing the Conversation

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

Financial Literacy – Generation Wealth
Core Principles

Financial Literacy – Generation Wealth

January 29, 2014
Financial literacy. You’ve told us again and again that it’s the most important area we’ve…
Perfectionism Is to Procrastination as Progress is to… ?
Estate Planning

Perfectionism Is to Procrastination as Progress is to… ?

January 22, 2014
Remember when you were a kid, you wanted to get a 100 on all of…
Bonds–The Tide Has Turned and the Sky Darkened
Investing

Bonds–The Tide Has Turned and the Sky Darkened

January 15, 2014
As many of you know, the Federal Reserve Board recently agreed to taper its bond-buying…
Market Trends Transitions
Investing

Market Trends Transitions

January 8, 2014
Markets keep changing. Here’s how to stay in the stay-rich game and hold on to…
Ring in the New Year!
Other

Ring in the New Year!

January 1, 2014
The New Year is knocking at the door. We thought a Zeitgeist video review would…
It’s a Wonderful Life
Other

It’s a Wonderful Life

December 24, 2013
All of us at Coyle Financial Counsel wish you and your family a very happy…

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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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

How to Transition Into Retirement

Ready! Set! Reinvent! That’s the title of our new two-module, 12-lesson course on the topic

Which Game Are You Playing With Your Money?

Board games and card games can be a whole lot of fun, and they can

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a
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