Changing the Conversation

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

New Name, New Focus
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New Name, New Focus

June 26, 2013
We've refocused and renamed our blog: Money Changes Life, Life Changes Money.
Untapped Talent
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Untapped Talent

June 19, 2013
I remember reading Thomas Friedman's book, The World is Flat, back in 2005. It struck…
Embracing Failure
Core Principles

Embracing Failure

June 12, 2013
The other day I was watching an interview with Adam Levine, lead singer for Maroon…
Horizontal, the New Vertical
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Horizontal, the New Vertical

June 5, 2013
Henry Ford may be best known for creating the assembly line, but did you know…
Technology Time Savers
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Technology Time Savers

May 29, 2013
I love when we can hire virtual employees to improve productivity here at Coyle. They…
Business Keystone Habits
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Business Keystone Habits

May 22, 2013
Keystone Habits provide everyone in your company a simple, basic message that creates purpose, direction…

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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