This week’s Tuesday Tip focuses on Roth conversion strategies. More specifically, I’ll address "Empowering New Beginnings: Navigating Roth Conversion
Apprise’s Five Favorite Reads for the Week of August 13, 2023
Learn Healthy New Recipes to Stay Young If you truly are what you eat, then what do your meals say about your life right now? Same old, same
Tuesday Tips – Tax-Efficient Charitable Giving
In this week's Tuesday's Tips, I share five ways to make your charitable giving more tax efficient. Please watch the video below to learn more. If you
Tuesday Tips – Will Your Retirement Tax Bill Be TOO BIG?
In today's Tuesday Tips video, I address the question, "Will My Retirement Tax Bill Be Too Big?" I also provide an example of how long-term tax
Will Your Retirement Tax Bill Be TOO BIG?
What type of retirement tax bill will you have? When you stop working, you don’t stop paying taxes. When you save money in your 401(k), 403(b), IRA,
Life Planning Training: Reinforcing My Purpose
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 3
I have asked clients the three Kinder questions that serve as the base for a life plan since 2020. But Apprise’s life planning process didn’t go much
Life Planning Training: Reinforcing My Purpose – Part 2
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 1
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I