Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
Apprise’s Five Favorite Reads for the Week of November 13, 2022
Avoid Lifestyle Creep and Improve Your Quality of Life High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which
Should You Have Taxable Savings in Retirement?
When saving for retirement, we often prioritize tax-deferred accounts. But we should save for retirement in other types of accounts, too. After
Apprise’s Five Favorite Reads for the Week of October 2, 2022
What if You and Your Spouse Plan to Retire at Different Times? Married couples don’t always plan to retire at the same time. According to a recent
5 Tax Planning Ideas to Consider Before Year-End
Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on
Financial Planning for Female-Led Households Q&A
Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better
How Is Income in Retirement Taxed?
When we stop working, we continue to pay taxes on our income in retirement. How much and what type of tax we pay varies depending on which account the
Apprise’s Five Favorite Reads for the Week of May 22, 2022
Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has
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