I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay
Apprise’s Five Favorite Reads for the Week of October 17, 2021
High school seniors should be thinking more seriously about what they want to do after they graduate, especially if they plan to go to college. If you
7 Benefits of a Roth IRA
While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter
Apprise’s Five Favorite Reads for the Week of September 19, 2021
I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he
Taxes: The Importance of Planning + 8 Last Minute Tax Tips
Do you only think about income taxes when gathering the information to prepare your returns? If you want to lower your tax bill, think about taxes
Tax Planning Tips for Year-End and the New Year
Year end is fast approaching. While, we typically pay even more attention to taxes as December 31st approaches, effective tax planning can be done on
Year-End Tax Planning and the New Tax Bill
As we approach the end of 2017, it is our last chance to take actions to limit this year’s tax liability. With the passage of a major new