Changing the Conversation

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

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The Big One – Why Write Down Your Goals
Other

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
Other

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.
Confidence is King
Other

Confidence is King

January 23, 2013
One of the biggest killers of business is low confidence. We succeed mainly because we…
Growing Your Canary
Other

Growing Your Canary

January 16, 2013
Growing your business is easier said than done. You need tools. A few core operating…
Growing or Dying
Other

Growing or Dying

January 9, 2013
The status quo does not exist in today’s business. You are either growing or fading…
Keystone Habits
Other

Keystone Habits

December 19, 2012
Keystone Habits provide everyone in your company a simple, basic message that creates purpose, direction…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 12, 2023
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
Retirement

Retirement: Do You Have Enough, and Have You Had Enough?

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
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