On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Living Longer: What Does It Mean for Retirement Planning – and Your
Apprise’s Five Favorite Reads for the Week of April 4, 2021
Welcome to spring. The sun is shining, birds are chirping, temperatures are getting warmer, flowers and trees are starting to bloom, and baseball
Apprise’s Five Favorite Reads for the Week of February 21, 2021
Tax season has arrived. It will be April 15th in about seven weeks. Tax season also means the scammers come out. Identity thieves may look to collect
Apprise’s Five Favorite Reads for the Week of March 7, 2021
On Thursday, I hosted the latest session in Apprise's “Ask Me Anything” webinar series: “Are You Missing Roth IRA Opportunities?” Please click this
The Value of Roth Conversions at Today’s Low Rates
Today’s federal income tax rates might be the lowest you’ll see for the rest of your life. As a result, if you have a traditional retirement account,
Creating a Retirement Paycheck
For many, transitioning from work to retirement is learning to live without a steady paycheck is challenging. Unfortunately, expenses continue even
Apprise’s Five Favorite Reads for the Week of February 7, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Financial Planning for Women - What’s Different?” Please click this
Financial Planning for Couples – It Takes Teamwork
For couples, deciding how to manage money is a personal decision. You should make the decision that works best for you and your spouse. There is no
Apprise’s Five Favorite Reads for the Week of January 24, 2021 + Thoughts on GameStop
Whether you have invested for a day, a week, a year, a decade, or more you can expect to experience the unexpected when it comes to markets. This is