Note: This blog was updated in August 2024. You can find the most up-to-date version here. Do you know if Social Security income is taxable? This
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to
Apprise’s Five Favorite Reads for the Week of April 4, 2021
Welcome to spring. The sun is shining, birds are chirping, temperatures are getting warmer, flowers and trees are starting to bloom, and baseball
Apprise’s Five Favorite Reads for the Week of March 21, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Living Longer: What Does It Mean for Retirement Planning – and Your
Living Longer – What Does It Mean for Retirement Planning?
Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us
Social Security: Some Key Benefit-Related Concepts
For many, Social Security benefits represent a key element of retirement income. Understanding the key concepts involved in calculating your Social
Apprise’s Five Favorite Reads for the Week of February 21, 2021
Tax season has arrived. It will be April 15th in about seven weeks. Tax season also means the scammers come out. Identity thieves may look to collect
Apprise’s Five Favorite Reads for the Week of March 7, 2021
On Thursday, I hosted the latest session in Apprise's “Ask Me Anything” webinar series: “Are You Missing Roth IRA Opportunities?” Please click this
The Value of Roth Conversions at Today’s Low Rates
Today’s federal income tax rates might be the lowest you’ll see for the rest of your life. As a result, if you have a traditional retirement account,