In Apprise's first Tuesday Tips video, I address the question, "Do I Have Enough Money." But is that the right question to ask? Rather than trying to
Retire in Style: Ten Key Dates You Can’t Afford to Miss!
Americans from ages 50 to 75 face several key retirement age-related milestones. Some represent hard retirement deadlines. Missing them can result in
Apprise’s Five Favorite Reads for the Week of April 23, 2023
Learn Healthy New Recipes to Stay Young As the cook in my house for as long as I can remember, I think about food and diet all the time. While it’s
A Comprehensive Review of Health Savings Accounts (HSA)
When it comes to saving for retirement, it’s hard to beat the triple-tax-free retirement benefit provided by a Health Savings Account (HSA). NOTE:
Apprise’s Five Favorite Reads for the Week of April 9, 2023
Building a Social Life after Relocating Many of us plan on – or at least consider – relocating when we retire. However, moving to a new location can
7 Social Security Claiming Mistakes Frequently Made by Couples
Couples often make Social Security claiming mistakes. While they may think about their Social Security benefits and how to maximize them, they often
Apprise’s Five Favorite Reads for the Week of March 26, 2023
What March Madness Can Teach Us About Your Financial Plan The opening of this week’s blog was originally meant to coincide with the start of March
What Happened at Silicon Valley Bank – A Primer
With last week’s failure of Silicon Valley Bank and its impact on the banking system – or at least perceptions related to it – the financial landscape
Life Planning Training: Reinforcing My Purpose
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I