Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,
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 January 8, 2023
In the past, I have read about the “my three words” concept. I thought about adopting it but haven’t. While on the elliptical for the first time this
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
Preparing Your Finances for 2023: Financial Resolutions for the New Year
Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New
Individual Bonds or Bond Funds – The Changing World of Fixed-Income Investing
Individual bonds or bond funds, which should you choose when investing in fixed-income securities? If asked this question today, you might answer
Apprise’s Five Favorite Reads for the Week of November 27, 2022
Achieve More in Life and Feel Good About the Results We often overestimate what we can accomplish in the short term and underestimate what we can
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
5 Places to Park Cash Held for Short-Term Needs
Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another