Financial Planning & Life Planning View Video I hope you are staying safe and healthy. Many things change as we transition from
Living Longer – What Does It Mean for Retirement Planning?
Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us
Financial Planning for Couples – It Takes Teamwork
For couples, deciding how to manage money is a personal decision. You should make the decision that works best for you and your spouse. There is no
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
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when
Social Security: Some Questions and Answers About Benefits
Based at least partly on the results of a recent reader survey, I am making some changes to Apprise's blog content. I know many of you enjoy “My Five