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
10 Things to Consider if You Have Inherited an IRA
The COVID-19 pandemic has forced many families to unexpectedly settle an estate after the untimely death of a loved one. If you have recently
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
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when
Social Security: Some Questions and Answers About Benefits
Based at least partly on the results of a recent reader survey, I am making some changes to Apprise's blog content. I know many of you enjoy “My Five
5 Tax-Savvy Retirement Withdrawal Strategies
As published on Zoe Financial with some minor changes. Taxes can be a big drain on your wealth if you don’t properly prepare for them. Many of us
Income Taxes: 6 Ways to Benefit From Thinking Ahead
This blog has been updated and slightly modified from a version originally published on Zoe Financial. Procrastination is a woe many of us strive