How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,
Tuesday Tips: Empowering New Beginnings: Navigating Roth Conversion Strategies and Tax Impact
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,
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
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
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