Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision
Apprise’s Five Favorite reads for the Week of March 28, 2022
If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very
Experiences Matter
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their
7 Things to Consider Before Tax Day Arrives
Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last
Apprise’s Five Favorite Reads for the Week of February 27, 2022
The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a
Pullbacks Are What Markets Do
The market’s recent activity has increased angst among investors. Russia’s attack on Ukraine adds to the concern. Many investors were already on edge
Apprise’s Five Favorite Reads for the Week of February 13, 2022
Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I