I hope everyone is staying safe and healthy. Welcome to September. At the beginning of the pandemic, time seemed to stand still. Since then it feels
Apprise’s Five Favorite Reads for the Week of December 13, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Where Will Your
Apprise’s Five Favorite Reads for the Week of November 29, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money
Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”
For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this
A Look Back, A Look Ahead and Some Shared Highlights
The past year has been one for the history books. The holiday season marks a good time to reflect on the past and think about the future. I am
Apprise’s Five Favorite Reads for the Week of November 8, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Things Tax-Savvy
Apprise’s Five Favorite Reads for the Week of November 1, 2020
I hope you are staying safe and healthy. On Thursday, November 12th at 5:00 pm, I will host “7 Things Tax-Savvy Investors Should Consider Before
Apprise’s Five Favorite Reads for the Week of October 18, 2020
I hope you are staying safe and healthy. On Thursday, I hosted my latest “Ask Me Anything” webinar series. The primary topic: “Crazy, Low Interest
Apprise’s Five Favorite Reads for the Week of October 11, 2020
I hope you are staying safe and healthy. On Thursday, October 22nd at 12:30, I will host my next “Ask Me Anything” webinar. The primary topic: