I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%
Apprise’s Five Favorite Reads for the Week of September 6, 2020
I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's
5 Tax-Savvy Retirement Withdrawal Strategies
As published on Zoe Financial with some minor changes. Taxes can be a big drain on your wealth if you don’t properly prepare for them. Many of us
Apprise’s Five Favorite Reads for the Week of August 23, 2020
I hope everyone is staying safe and healthy. Last week my family and I took a welcome break. We spent the week visiting with other family members.
Apprise’s Five Favorite Reads for the Week of August 2, 2020
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.