Changing the Conversation

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

Rice Paddies to Rice Paddies
Estate Planning

Rice Paddies to Rice Paddies

November 20, 2013
Isn’t it the American dream to have a better life for our children and our…
Bank on Your Children’s Retirement
Estate Planning

Bank on Your Children’s Retirement

November 13, 2013
As many of you are aware, interest rates have been at historical lows for quite…
Avoiding a “Kodak Moment”
Other

Avoiding a “Kodak Moment”

November 6, 2013
If you follow what’s going on in the technology world, you’ve probably heard the term…
The Necessity of Vulnerability
Other

The Necessity of Vulnerability

October 30, 2013
Do you ever think about a fireman on duty, a serviceman in combat, or policemen…
Second Home
Housing

Second Home

October 23, 2013
I’ve lived all over the country, from Fairbanks, Alaska to North Carolina and Georgia in…
Get Rich or Stay Rich?
Investing

Get Rich or Stay Rich?

October 16, 2013
Many people ask me, “What’s the definition of rich?” I’ve heard everything from having a…

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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