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
Apprise’s Five Favorite Reads for the Week of July 17, 2022
I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your
Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip
Apprise’s Five Favorite Reads for the Week of July 3, 2022
Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit – 2022 Update
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in August 2024.
Apprise’s Five Favorite Reads for the Week of June 19, 2022
I’d like to send belated “Happy Father’s Day” wishes to all the dads reading this week’s blog. As the father of four great kids, I feel very
Nine Suggestions to Help You Stay Sane in a Volatile Market
The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market