SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT
Apprise’s Five Favorite Reads for the Week of August 9, 2020
I hope everyone is staying safe and healthy. Many retirees expect their taxes to decline in retirement. Unfortunately, that belief often turns out
Income Taxes: 6 Ways to Benefit From Thinking Ahead
This blog has been updated and slightly modified from a version originally published on Zoe Financial. Procrastination is a woe many of us strive
Apprise’s Five Favorite Reads for the Week of July 26, 2020
I hope everyone is staying safe and healthy. On July 22nd, I hosted my second “Ask Me Anything” session. In it, I addressed the question, “Do You
Apprise’s Five Favorite Reads for the Week of July 19, 2020
I hope everyone is staying safe and healthy. Since we don’t want to face our mortality, we can find it easy to put off completing our estate plan.
Apprise’s Five Favorite Reads for the Week of July 12, 2020
“ASK ME ANYTHING” On July 8th, I hosted my first “Ask Me Anything” session. In it, I addressed the question, “Which retirement account options are
Apprise Wealth Management’s Selected Readings for the Week of July 5, 2020
I hope everyone is staying safe and healthy. Last weekend was the most unusual 4th of July I can recall. Other than the extra day off, it didn’t
Apprise Wealth Management’s Selected Readings for the Week of June 14, 2020
SAVE THE DATE: Starting on July 8th, I will be hosting “Ask Me Anything” sessions on the second and fourth Wednesday of each month at 12:30. Please
Apprise Wealth Management’s Selected Readings for the Week of June 28, 2020
SAVE THE DATE: Beginning on July 8th, I will be hosting “Ask Me Anything” sessions on the second and fourth Wednesday of each month at 12:30. Please