Tax Planning 2025? It’s June 2024. Why talk about that now? At the end of 2025, the tax landscape could undergo significant changes. The Tax Cuts and
Apprise’s Five Favorite Reads for the Week of April 21, 2024
Renting vs. Owning in Retirement For many people, buying a home fulfills a dream tied to important personal, professional, and financial goals. The
Navigating Widowhood: Decisions Not to Delay
Navigating widowhood is not easy. A common piece of advice given to new widows is, “Don’t make any decisions for a year.” If you’re a widow, you’ve
Apprise’s Five Favorite Reads for the Week of January 7, 2024
We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
My Three Words – 2024 Version
Last January, I introduced the “My Three Words” concept and shared my three words for 2023. The My Three Words concept is simple. You choose three
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills
This week’s Tuesday Tip addresses big mistakes people can make with their wills. Please watch the video below to learn more. If you would like a free
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
You Can Lower Your Tax Bill – Tax Planning Tips to Consider
How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,