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Recent Posts
Caring for Aging Parents Checklist
A caring for aging parents checklist: first 48 hours, documents to gather, costs, fraud guard, and lesser-known care options.
Apprise’s Five Favorite Reads for the Week of November 9, 2025
Should you downsize your home in retirement? Compare costs, taxes, and lifestyle trade-offs—plus a Quick TEAM check to help you decide.
Tuesday Tips: When to Claim Social Security at 62 vs 70: A Plain-English Guide
When to claim Social Security at 62 vs 70—a 62–FRA–70 timeline, break-even basics, survivor considerations, and a quick checklist to decide confidently.
Caring for Aging Parents Checklist
A caring for aging parents checklist: first 48 hours, documents to gather, costs, fraud guard, and lesser-known care options.
Apprise’s Five Favorite Reads for the Week of November 9, 2025
Should you downsize your home in retirement? Compare costs, taxes, and lifestyle trade-offs—plus a Quick TEAM check to help you decide.
Tuesday Tips: When to Claim Social Security at 62 vs 70: A Plain-English Guide
When to claim Social Security at 62 vs 70—a 62–FRA–70 timeline, break-even basics, survivor considerations, and a quick checklist to decide confidently.
Carl Richards Interview Episode 5 — Tax Planning, Not Reporting
Tax planning not reporting—look forward, not back. In Ep. 5 with Carl Richards, time income/deductions, coordinate accounts, and avoid avoidable taxes.