Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in April 2023 and
Apprise’s Five Favorite Reads for the Week of May 23, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” I hope you are staying
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to
Caring for Aging Parents: A Checklist
If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Financial Planning and Life Planning
Financial Planning & Life Planning View Video I hope you are staying safe and
Social Security and Taxes – Could There Be a Tax Torpedo in Your Future?
Note: This blog was updated in August 2024. You can find the most up-to-date version here. Do you know if Social Security income is taxable? This
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to
Apprise’s Five Favorite Reads for the Week of April 4, 2021
Welcome to spring. The sun is shining, birds are chirping, temperatures are getting warmer, flowers and trees are starting to bloom, and baseball