Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
Apprise’s Five Favorite Reads for the Week of January 30, 2022
How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s
Thoughts About Increased Stock Market Volatility and Higher Interest Rates
It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus
Apprise’s Five Favorite Reads for the Week of January 16, 2022
The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
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 January 2, 2022
I hope everyone had an enjoyable holiday season and has seen their new year get off to a good start. I also hope you were able to spend some quality
2021: Market Review and Thoughts on Market Volatility
This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The
Apprise’s Five Favorite Reads for the Week of December 12, 2021
I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the