Whether due to divorce, widowhood, or personal choice, retirement planning for single women brings unique challenges and opportunities. The gender
Apprise’s Five Favorite Reads for the Week of July 7, 2024
What Does Financial Independence Mean to You? I hope everyone enjoyed the Fourth of July holiday. I also hope this week’s blog gets you thinking
Tuesday Tips: Tax Planning for Women Facing New Beginnings
This week’s Tuesday Tip addresses tax planning for women facing new beginnings. Please watch the video below to learn more. If you would like a free
Roth IRA Benefits for Kids
If your son or daughter has a summer job, don’t forget about the Roth IRA benefits for kids. After all, summer break is here. Are your kids eagerly
Apprise’s Five Favorite Reads for the Week of June 16, 2024
Improve Mindfulness for ROL We hope all the dads reading this had a Happy Father’s Day. Many thoughts run through our heads at any given moment
Tuesday Tips – Roth Conversion Strategies and Tax Planning 2025
This week’s Tuesday Tip addresses how Roth conversion strategies can be helpful for Tax Planning 2025. Please watch the video below to learn more. If
Tax Planning 2025 – Essential Strategies
Tax Planning 2025? It’s June 2024. Why talk about that now? At the end of 2025, the tax landscape could undergo significant changes. The Tax Cuts and
Apprise’s Five Favorite Reads for the Week of May 26, 2024
Family Summer Planning as Part of Your Life Plan Memorial Day weekend often marks the unofficial start of summer, making family summer planning a
Morgan Housel – The Psychology of Money
When asked to recommend a book about investing, Megan and I have the same answer: Morgan Housel’s The Psychology of Money. The book delves into the