Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the
How Do You Decide Where to Live When You Retire?
Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine
Health Savings Accounts: An Often-Overlooked Tax Benefit
Please note: This blog was updated in April 2023. The most up-to-date blog can be found here. When we think about saving for retirement or creating a
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in April 2023 and
Apprise’s Five Favorite Reads for the Week of May 23, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” I hope you are staying
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to
Caring for Aging Parents: A Checklist
If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Financial Planning and Life Planning
Financial Planning & Life Planning View Video I hope you are staying safe and