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
Podcast: Special Appearance [Essential Financial Advisor Marketing]
I was recently interviewed on the Essential Financial Advisor Marketing podcast by Jim Eckel, President of financialadvisors.com, and Ken Tucker,