Whether you have invested for a day, a week, a year, a decade, or more you can expect to experience the unexpected when it comes to markets. This is
Apprise’s Five Favorite Reads for the Week of January 10, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Dow30,000: What's Next?” Please click this link Passcode:
10 Things to Consider if You Have Inherited an IRA
Please note: This blog was updated in August 2022. The updated blog can be found here. The COVID-19 pandemic has forced many families to unexpectedly
Apprise’s Five Favorite Reads for the Week of August 30, 2020
I hope everyone is staying safe and healthy. Welcome to September. At the beginning of the pandemic, time seemed to stand still. Since then it feels
Apprise’s Five Favorite Reads for the Week of December 13, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Where Will Your
Apprise’s Five Favorite Reads for the Week of November 29, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money
Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”
For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this
A Look Back, A Look Ahead and Some Shared Highlights
The past year has been one for the history books. The holiday season marks a good time to reflect on the past and think about the future. I am
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when