Changing the Conversation

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

The Optimist Rules
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The Optimist Rules

March 6, 2013
Optimism is an important factor to winning the battle, both in the field and in…
Your Business Process: Name It and Own It
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Your Business Process: Name It and Own It

February 27, 2013
In our last post we discussed the importance of understanding and describing your process. Today…
Process or Perish
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Process or Perish

February 20, 2013
“If you can’t describe what you do as a process, then you don’t know what…
The Step by Step Approach to Achieve Your Goals
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The Step by Step Approach to Achieve Your Goals

February 13, 2013
Last time we covered why goals are important. Simply, you want to work in roles…
The Big One – Why Write Down Your Goals
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The Big One – Why Write Down Your Goals

February 6, 2013
I was never a big believer in writing down goals. The whole process seemed regimented,…
The Confident Rider: Driving Behavioral Change in Your Business
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The Confident Rider: Driving Behavioral Change in Your Business

January 30, 2013
Change can be a confidence killer but behavioral change is definitely a confidence killer.

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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