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September 12, 2022

Financial Planning for Female-Led Households Q&A

Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better

September 5, 2022

Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important

August 15, 2022

Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,

August 8, 2022

Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided

August 1, 2022

For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many

July 18, 2022

I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip

July 11, 2022

I wrote the main part of this blog on Friday. The topic feels a bit out of place today. I’ll use an intro to help you understand why. The vast

June 27, 2022

Note: This is an updated version of this blog: Health Savings Accounts: A Triple-Tax-Free Retirement Benefit. This blog updates IRS limits for Health

May 22, 2022

Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has