Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
Apprise’s Five Favorite Reads for the Week of November 28, 2021
I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday
Podcast: Special Appearance [Essential Financial Advisor Marketing]
I was recently interviewed on the Essential Financial Advisor Marketing podcast by Jim Eckel, President of financialadvisors.com, and Ken Tucker,
7 Year-End Tax and Financial Planning Tips
It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some
Podcast: Special Appearance [Intersection of Tax and Asset Management]
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