You may be asking yourself, “What does it mean to optimize your retirement savings?” In short, the idea refers to minimizing the lifetime taxes paid when first contributing and then withdrawing contributions to your retirement accounts.
Our five favorite reads from the past three weeks. Plus: an overview of Advance Medical Directives.
“Wonder and Awe” was the subject of a presentation I heard at a conference I recently attended, inspiring this video.
It’s important to note that a one-size-fits-all answer to the relocation question does not exist. Each woman’s situation is unique. Here are some factors you should consider.
Our five favorite reads from the past three weeks. Plus: Why getting a younger mentor could be good for you.
In this week’s Tuesday tip I’ll be exploring the world of Roth conversion strategies and how they can affect your financial outlook.
Our five favorite reads from the past two weeks. Plus: Use KPIs to Achieve Your New Year’s Resolutions!
Let’s review how well I did sticking to my three words for 2023, as well as share my three new words for 2024.
Happy Holidays! This week’s Apprise’s Five Favorite Reads is a compilation of our most viewed content of 2023!
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at EVOKE training.
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work together. It’s important.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.