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
Apprise’s Five Favorite Reads for the Week of January 10, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Dow30,000: What's Next?” Please click this link Passcode:
10 Things to Consider if You Have Inherited an IRA
Please note: This blog was updated in August 2022. The updated blog can be found here. The COVID-19 pandemic has forced many families to unexpectedly
Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”
For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this
Apprise’s Five Favorite Reads for the Week of November 29, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money
Apprise’s Five Favorite Reads for the Week of December 13, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Where Will Your
Apprise’s Five Favorite Reads for the Week of August 30, 2020
I hope everyone is staying safe and healthy. Welcome to September. At the beginning of the pandemic, time seemed to stand still. Since then it feels