Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on
Apprise’s Five Favorite Reads for the Week of September 18, 2022
Market Thoughts It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While
Financial Planning for Female-Led Households Q&A
Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better
Apprise’s Five Favorite Reads for the Week of September 4, 2022
Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important
Apprise’s Five Favorite Reads for the Week of August 28, 2022
Please enjoy this expanded edition of Apprise’s five favorite reads. The writeups are a little longer than normal. Recently, I have discussed
Apprise’s Five Favorite Reads for the Week of August 14, 2022
Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,
11 Things to Consider if You Have an Inherited IRA
Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided
Apprise’s Five Favorite Reads for the Week of July 31, 2022
For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many
How Is Income in Retirement Taxed?
When we stop working, we continue to pay taxes on our income in retirement. How much and what type of tax we pay varies depending on which account the