When saving for retirement, we often prioritize tax-deferred accounts. But we should save for retirement in other types of accounts, too. After
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast
Apprise’s Five Favorite Reads for the Week of October 2, 2022
What if You and Your Spouse Plan to Retire at Different Times? Married couples don’t always plan to retire at the same time. According to a recent
5 Tax Planning Ideas to Consider Before Year-End
Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on
Apprise’s Five Favorite Reads for the Week of September 18, 2022
Market Thoughts It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While
Financial Planning for Female-Led Households Q&A
Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better
Apprise’s Five Favorite Reads for the Week of September 4, 2022
Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important
Apprise’s Five Favorite Reads for the Week of August 28, 2022
Please enjoy this expanded edition of Apprise’s five favorite reads. The writeups are a little longer than normal. Recently, I have discussed
The Market Is Down. Should I Change How I’m Investing?
This blog was originally posted on Zoe Financial. You can find it here. Whether the market goes up or down, we’re never 100%