Do you know about the benefits of Backdoor Roth IRAs? Do you even know what a Backdoor Roth IRA is? Having heard the term, women facing new
Apprise’s Five Favorite Reads for the Week of January 7, 2024
We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
The Retirement Smile: Navigating the Phases of Financial Freedom
Have you heard of the retirement smile? The term describes the typical pattern of retirees’ spending habits throughout their post-work years. It
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
Apprise’s Five Favorite Reads for the Week of November 5, 2023
Setting Fitness Goals in Retirement This week’s opening topic is near and dear to my heart. It ties directly to my life plan. I work hard to keep in
Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving
When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive
Apprise’s Five Favorite Reads for the Week of October 15, 2023
Thinking Positively to Improve Your Health and Your Life Plan There's real power in learning to embrace positive thinking. A growing body of research
Tuesday Tips: How Much Do You Need?
This week’s Tuesday Tip addresses the question, "How much do you need?" and its connection to your investments. Please watch the video below to learn
How You Can Optimize Your Retirement Savings
Did you know that your retirement nest egg can benefit if you optimize your retirement savings? You may be asking yourself, “What does it mean to