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Taxes

five favorite reads aging parents

February 6, 2023

Apprise’s Five Favorite Reads for the Week of February 5, 2023

The first month of 2023 has passed. It was a good month for investors. As of Friday’s close, the S&P 500 Index was up 7.7% year-to-date. Will that

Category iconFavorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

SECURE Act 2.0

January 16, 2023

SECURE Act 2.0 – 16 Key Tax and Retirement Provisions

SECURE Act 2.0, which was signed into law by President Biden on December 29, 2022, contains many provisions that can significantly impact investors

Category iconPersonal Finance,  Retirement Planning,  Taxes

five favorite reads new years

December 26, 2022

Apprise’s Five Favorite Reads for the Week of December 25, 2022

It’s hard to believe we’ve come to the end of another year. Time passes much too quickly. And each year passes faster than the one before it – at

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Taxes,  Tips and Suggestions

five favorite reads gifts

December 12, 2022

Apprise’s Five Favorite Reads for the Week of December 11, 2022

Give Experiences Not Stuff This Holiday Season "Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually, “YES!” on

Category iconFavorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

November 21, 2022

6 Year-End Retirement and Tax Planning Ideas + a Story

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

Category iconFinancial Planning,  Personal Finance,  Retirement Planning,  Taxes

five favorite reads

November 14, 2022

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

Category iconEstate Planning,  Favorite Reads,  Taxes,  Tips and Suggestions

taxable savings in retirement buckets

October 24, 2022

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

Category iconRetirement Planning,  Taxes

five favorite reads retired couple

October 3, 2022

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

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning,  Taxes,  Tips and Suggestions

Showing 81 of 464 media items Uploading 1 / 1 – tax returns tax moves.jpg Attachment Details tax returns tax moves

September 26, 2022

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

Category iconInvestment Management,  Personal Finance,  Taxes,  Tips and Suggestions

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