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
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