Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,
11 Things to Consider if You Have an Inherited IRA
Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided
Apprise’s Five Favorite Reads for the Week of July 31, 2022
For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many
How Is Income in Retirement Taxed?
When we stop working, we continue to pay taxes on our income in retirement. How much and what type of tax we pay varies depending on which account the
Apprise’s Five Favorite Reads for the Week of July 17, 2022
I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your
Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip
7 More Tips to Help You Have a Great Summer Vacation
I wrote the main part of this blog on Friday. The topic feels a bit out of place today. I’ll use an intro to help you understand why. The vast
Apprise’s Five Favorite Reads for the Week of July 3, 2022
Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit – 2022 Update
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in August 2024.