Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine if
Apprise’s Five Favorite Reads for the Week of January 22, 2023
Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,
Preparing Your Finances for 2023: Financial Resolutions for the New Year
Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New
6 Year-End Retirement and Tax Planning Ideas + a Story
Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast
Financial Planning for Female-Led Households Q&A
Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better
Apprise’s Five Favorite Reads for the Week of September 4, 2022
Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important
Apprise’s Five Favorite Reads for the Week of August 14, 2022
Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,
11 Things to Consider if You Have an Inherited IRA
Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided