I hope you are staying safe and healthy. Apprise’s“ Ask Me Anything” webinars will re-start on Thursday, October 8th at 5 pm. The next webinar will
Apprise’s Five Favorite Reads for the Week of September 13, 2020
I hope everyone is staying safe and healthy. Proper estate planning can make life easier for your survivors. The steps you take now can reduce
Apprise’s Five Favorite Reads for the Week of September 20, 2020
I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%
Apprise’s Five Favorite Reads for the Week of September 6, 2020
I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's
5 Tax-Savvy Retirement Withdrawal Strategies
As published on Zoe Financial with some minor changes. Taxes can be a big drain on your wealth if you don’t properly prepare for them. Many of us
Apprise’s Five Favorite Reads for the Week of August 23, 2020
I hope everyone is staying safe and healthy. Last week my family and I took a welcome break. We spent the week visiting with other family members.
Apprise’s Five Favorite Reads for the Week of August 2, 2020
SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT
Apprise’s Five Favorite Reads for the Week of August 9, 2020
I hope everyone is staying safe and healthy. Many retirees expect their taxes to decline in retirement. Unfortunately, that belief often turns out
Income Taxes: 6 Ways to Benefit From Thinking Ahead
This blog has been updated and slightly modified from a version originally published on Zoe Financial. Procrastination is a woe many of us strive