Changing the Conversation

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

Innovation and Keystone Habits (Free Book Chapter)
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Innovation and Keystone Habits (Free Book Chapter)

April 3, 2013
Innovation. Is it just for those creative types? Can you, the business owner, simply delegate…
Whiskers and Cheese
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Whiskers and Cheese

March 27, 2013
Seth Godin, a well-regarded and closely followed marketing blogger and author, said back in 1999…
Bullets then Cannonballs
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Bullets then Cannonballs

March 20, 2013
The famous management consultant and educator Peter Drucker used to emphasize that business has only…
Optimism – Creatively Destroying Pessimism
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Optimism – Creatively Destroying Pessimism

March 13, 2013
Creative Destruction - a term popularized in the 1940s by Austrian American economist, Joseph Schumpeter,…
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…

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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