Individual bonds or bond funds, which should you choose when investing in fixed-income securities? If asked this question today, you might answer
Apprise’s Five Favorite Reads for the Week of November 27, 2022
Achieve More in Life and Feel Good About the Results We often overestimate what we can accomplish in the short term and underestimate what we can
6 Year-End Retirement and Tax Planning Ideas + a Story
Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
5 Places to Park Cash Held for Short-Term Needs
Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another
Apprise’s Five Favorite Reads for the Week of October 30, 2022
Through Friday’s close, October has been much kinder to investors than September. While some technology companies have reported disappointing results,
Apprise’s Five Favorite Reads for the Week of October 2, 2022
What if You and Your Spouse Plan to Retire at Different Times? Married couples don’t always plan to retire at the same time. According to a recent
5 Tax Planning Ideas to Consider Before Year-End
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