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
The Market Is Down. Should I Change How I’m Investing?
This blog was originally posted on Zoe Financial. You can find it here. Whether the market goes up or down, we’re never 100%
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,
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
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