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Search results for: social security

Facts Every Woman Should Know About Social Security. Women often live longer than men, making decisions about Social Security more important. Find Out What You Can Do!

Financial Advisors On A Laptop Reviewing Social Security Benefits Agreement

February 10, 2022

5 Facts Every Woman Should Know About Social Security

Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also

Category iconFinancial Planning,  Financial Topics for Women,  Retirement Planning

Provisional Income Table - Social Security and Taxes

April 23, 2021

Social Security and Taxes – Could There Be a Tax Torpedo in Your Future?

Do you know if Social Security income is taxable? This question does not have an easy answer. It might be. But then again, it might not be. In short,

Category iconFinancial Planning Tag iconVideo

A Social Security Card With The Words When Should I Start + Benefit-Related Concepts

April 8, 2021

Social Security: Some Key Benefit-Related Concepts

For many, Social Security benefits represent a key element of retirement income. Understanding the key concepts involved in calculating your Social

Category iconFinancial Planning Tag iconVideo

Social Security Card With Words When Should I Start By Apprise Wealth Management

October 30, 2020

Social Security: Some Questions and Answers About Benefits

Based at least partly on the results of a recent reader survey, I am making some changes to Apprise's blog content. I know many of you enjoy “My Five

Category iconFinancial Planning,  Financial Topics for Women Tag iconPersonal Finance for Women,  Video

Five Favorite Reads of the Week and What do You Want People to Say About Your Life

May 30, 2022

Apprise’s Five (Four) Favorite Reads for the Week of May 29, 2022

The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning

College Classroom and How to Choose the Best College + Five Favorite Reads

April 18, 2022

Apprise’s Five Favorite Reads for the Week of April 17, 2022

Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision

Category iconFavorite Reads,  Financial Planning,  Personal Finance,  Retirement Planning,  Tips and Suggestions

Neon Sign with Words Use Your Brain + Proposed Tax Legislation + Investment Commentary + Five Favorite Reads for the Week of September 19

September 23, 2021

Apprise’s Five Favorite Reads for the Week of September 19, 2021

I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he

Category iconFavorite Reads,  Markets,  Personal Finance,  Taxes

how women overcome retirement shortfall

January 30, 2023

8 Steps Women Can Take to Overcome a Retirement Shortfall

On average, Americans face a retirement shortfall, especially women. How bad? According to Vanguard, in 2022 the average American had saved $141,542

Category iconFinancial Planning,  Financial Topics for Women,  Retirement Planning

SECURE Act 2.0

January 16, 2023

SECURE Act 2.0 – 16 Key Tax and Retirement Provisions

SECURE Act 2.0, which was signed into law by President Biden on December 29, 2022, contains many provisions that can significantly impact investors

Category iconPersonal Finance,  Retirement Planning,  Taxes

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