Changing the Conversation

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

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…
“Boomer Bank” – Lend, Give or Teach a Lesson?
Saving, Spending, and Borrowing

“Boomer Bank” – Lend, Give or Teach a Lesson?

October 9, 2013
A distressed single mom called me the other day because her daughter was in a crisis.…
Major Health Issue
Other

Major Health Issue

October 2, 2013
Life is rarely fair or predictable. And that sure comes into play when your family’s…

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
1 2 3 4

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
1 2 3 9