If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Social Security and Taxes – Could There Be a Tax Torpedo in Your Future?
Do you know if Social Security income is taxable? This question does not have an easy answer. It might be. But then again, it might not be. In short,
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to
Living Longer – What Does It Mean for Retirement Planning?
Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us
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
Social Security: Some Key Benefit-Related Concepts
For many, Social Security benefits represent a key element of retirement income. Understanding the key concepts involved in calculating your Social
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