When we save for retirement, we operate under one set of tax rules. When we retire and start withdrawing our retirement savings, we operate under a
Apprise’s Five Favorite Reads for the Week of May 1, 2022
Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed
Should I Complete a 401k Rollover?
It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have
Apprise’s Five Favorite Reads for the Week of March 14, 2022
Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion
Designating Trusted Contacts and Naming Beneficiaries
Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather
Apprise’s Five Favorite Reads for the Week of January 30, 2022
How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s
Thoughts About Increased Stock Market Volatility and Higher Interest Rates
It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus
Apprise’s Five Favorite Reads for the Week of January 16, 2022
The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has
Apprise’s Five Favorite Reads for the Week of January 2, 2022
I hope everyone had an enjoyable holiday season and has seen their new year get off to a good start. I also hope you were able to spend some quality