WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Apprise’s Five Favorite Reads for the Week of February 19, 2023
Plan a Special Vacation to Start Retirement If you're close to retirement but not really looking forward to it, it could be time to schedule
George Kinder on the 3 Essential Life Planning Questions
After launching Apprise, I learned about the three Kinder Questions. As I read more about them, I decided to incorporate them into my financial
Apprise’s Five Favorite Reads for the Week of February 5, 2023
The first month of 2023 has passed. It was a good month for investors. As of Friday’s close, the S&P 500 Index was up 7.7% year-to-date. Will that
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
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,
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
Apprise’s Five Favorite Reads for the Week of January 8, 2023
In the past, I have read about the “my three words” concept. I thought about adopting it but haven’t. While on the elliptical for the first time this
Look Elsewhere for Market Forecasts
I don’t make market forecasts. Why? The odds strongly favor that they will be wrong. We don’t have complete information because unpredictable – and