Beating the Winter Blues Many people don’t like winter. In most places, winter is cold. While the day with the least amount of daylight each year
Navigating Widowhood: Decisions Not to Delay
Navigating widowhood is not easy. A common piece of advice given to new widows is, “Don’t make any decisions for a year.” If you’re a widow, you’ve
Tuesday Tips: 2024 Important Numbers
This week’s Tuesday Tip addresses the topic of lowering your lifetime tax bill. Knowing some of the important tax planning numbers for the year 2024
Wealth Unlocked: Navigating the Benefits of Backdoor Roth IRAs
Do you know about the benefits of Backdoor Roth IRAs? Do you even know what a Backdoor Roth IRA is? Having heard the term, women facing new
Apprise’s Five Favorite Reads for the Week of January 7, 2024
We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren. Please watch the video
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
Apprise’s Five Favorite Reads for the Week of November 5, 2023
Setting Fitness Goals in Retirement This week’s opening topic is near and dear to my heart. It ties directly to my life plan. I work hard to keep in