Please note: This blog was updated in July 2021. The updated blog can be found here. Are you overwhelmed by the volume of financial documents you
Apprise’s Five Favorite Reads for the Week of June 20, 2021
Summer has arrived. With the opening of the economy, I hope more of you can get some quality time away this summer. I know my family and I are looking
Asset Location: It Can Improve the Tax Efficiency of Your Investments
Note: This is an updated version of this blog: Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle. Some additional
Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle
Please note: This blog was updated in June 2021. The updated blog can be found here.ASSET LOCATIONA common real estate mantra is “location, location,
Apprise’s Five Favorite Reads for the Week of June 6, 2021
Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the
How Do You Decide Where to Live When You Retire?
This blog is an edited transcript of this video. Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy
Health Savings Accounts: An Often-Overlooked Tax Benefit
Please note: This blog was updated in June 2021. The updated blog can be found here.When we think about saving for retirement or creating a financial
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. The IRS limits for Health Savings Accounts
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?” Please click this link