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
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast
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
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
Financial Planning for Female-Led Households Q&A
Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better
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