Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New
Apprise’s Five Favorite Reads for the Week of December 11, 2022
Give Experiences Not Stuff This Holiday Season "Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually, “YES!” on
Apprise’s Five Favorite Reads for the Week of November 27, 2022
Achieve More in Life and Feel Good About the Results We often overestimate what we can accomplish in the short term and underestimate what we can
6 Year-End Retirement and Tax Planning Ideas + a Story
Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
Apprise’s Five Favorite Reads for the Week of October 30, 2022
Through Friday’s close, October has been much kinder to investors than September. While some technology companies have reported disappointing results,
Should You Have Taxable Savings in Retirement?
When saving for retirement, we often prioritize tax-deferred accounts. But we should save for retirement in other types of accounts, too. After
Apprise’s Five Favorite Reads for the Week of October 2, 2022
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
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
Apprise’s Five Favorite Reads for the Week of September 4, 2022
Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important