Give Experiences Not Stuff This Holiday Season "Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually, “YES!” on
Individual Bonds or Bond Funds – The Changing World of Fixed-Income Investing
Individual bonds or bond funds, which should you choose when investing in fixed-income securities? If asked this question today, you might answer
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 November 13, 2022
Avoid Lifestyle Creep and Improve Your Quality of Life High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which
5 Places to Park Cash Held for Short-Term Needs
Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another
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 16, 2022
When we save for retirement, we operate under one set of tax rules. When we retire and start withdrawing our retirement savings, we operate under a