Write a Summer Bucket List Officially, summer starts on June 21st. But Memorial Day weekend festivities tend to kick off the season. They also remind
Tuesday Tips – Will Your Retirement Tax Bill Be TOO BIG?
In today's Tuesday Tips video, I address the question, "Will My Retirement Tax Bill Be Too Big?" I also provide an example of how long-term tax
Will Your Retirement Tax Bill Be TOO BIG?
What type of retirement tax bill will you have? When you stop working, you don’t stop paying taxes. When you save money in your 401(k), 403(b), IRA,
Apprise’s Five Favorite Reads for the Week of May 14, 2023
Talk to Your Spouse About Finances I’d like to offer belated Happy Mother’s Day wishes to all the incredible moms out there. I hope you had a
Tuesday Tips – Do I Have Enough Money?
In Apprise's first Tuesday Tips video, I address the question, "Do I Have Enough Money." But is that the right question to ask? Rather than trying to
Retire in Style: Ten Key Dates You Can’t Afford to Miss!
Americans from ages 50 to 75 face several key retirement age-related milestones. Some represent hard retirement deadlines. Missing them can result in
Apprise’s Five Favorite Reads for the Week of April 23, 2023
Learn Healthy New Recipes to Stay Young As the cook in my house for as long as I can remember, I think about food and diet all the time. While it’s
A Comprehensive Review of Health Savings Accounts (HSA)
When it comes to saving for retirement, it’s hard to beat the triple-tax-free retirement benefit provided by a Health Savings Account (HSA). NOTE:
Apprise’s Five Favorite Reads for the Week of April 9, 2023
Building a Social Life after Relocating Many of us plan on – or at least consider – relocating when we retire. However, moving to a new location can