Changing the Conversation

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

Do You Need an Attitude Adjustment?
Retirement

Do You Need an Attitude Adjustment?

August 14, 2013
One of the biggest transitions we make in life is going from actively working for…
Is It Time? The Elder Care Conversation
Life Events

Is It Time? The Elder Care Conversation

August 7, 2013
An 85 year old woman is on the phone with her daughter. She says, "Honey,…
Author a Book in 90 Days
Other

Author a Book in 90 Days

July 31, 2013
You heard that right. 90 days. Sounds kind of unbelievable, but it has been done.
From Money to Meaning
Core Principles

From Money to Meaning

July 24, 2013
When I was six years old, I remember walking up the sidewalk to my local…
Lucky is as Lucky Does
Other

Lucky is as Lucky Does

July 17, 2013
When you hear the word luck, you often think of something that happens completely outside…
Changing Health
Retirement

Changing Health

July 10, 2013
Changing your health can be a difficult but rewarding battle. The weight loss challenge is…

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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