Changing the Conversation

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

3 Ways to Gain More Wisdom From Books
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3 Ways to Gain More Wisdom From Books

May 26, 2021
Key Takeaways Reading a good book is a great way to gain knowledge. Unfortunately, if…
4 Tips on Relocating
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4 Tips on Relocating

May 19, 2021
Key Takeaways Working remotely allows people the freedom to live anywhere there’s an internet connection.…
Interview with Advisor Will Palmer in our Naples Office
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Interview with Advisor Will Palmer in our Naples Office

May 12, 2021
A few months back, the Coyle team gained a new advisor, Will Palmer, who is…
Virtual Reality Learning
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Virtual Reality Learning

April 7, 2021
Key Takeaways With advancements in technology come innovative ways of learning. People are learning more…
A Retreat from Your Devices
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A Retreat from Your Devices

March 31, 2021
Key Takeaways We’ve become so attached to our smart devices that we keep them on…
5 Steps to Set Up Each Day
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5 Steps to Set Up Each Day

March 24, 2021
Key Takeaways Having some structure to your days can be highly beneficial. Not only are…

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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