If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very
Apprise’s Five Favorite Reads for the Week of March 14, 2022
Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion
Apprise’s Five Favorite Reads for the Week of February 27, 2022
The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a
Apprise’s Five Favorite Reads for the Week of February 13, 2022
Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
Apprise’s Five Favorite Reads for the Week of December 12, 2021
I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the
7 Year-End Tax and Financial Planning Tips
It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some
Apprise’s Five Favorite Reads for the Week of November 7, 2021
When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round