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
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
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to
Social Security: Some Key Benefit-Related Concepts
For many, Social Security benefits represent a key element of retirement income. Understanding the key concepts involved in calculating your Social
Living Longer – What Does It Mean for Retirement Planning?
Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us