Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine
Health Savings Accounts: An Often-Overlooked Tax Benefit
Please note: This blog was updated in April 2023. The most up-to-date blog can be found here. When we think about saving for retirement or creating a
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in April 2023 and
Apprise’s Five Favorite Reads for the Week of May 23, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” I hope you are staying
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to
Caring for Aging Parents: A Checklist
If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Financial Planning and Life Planning
Financial Planning & Life Planning View Video I hope you are staying safe and healthy. Many things change as we transition from
Social Security and Taxes – Could There Be a Tax Torpedo in Your Future?
Note: This blog was updated in August 2024. You can find the most up-to-date version here. Do you know if Social Security income is taxable? This