Women approaching their 50s often find themselves at a crucial stage in their financial journey. With retirement on the horizon and other life changes
Will Your Retirement Tax Bill Be TOO BIG?
What type of retirement tax bill will you have? When you stop working, you don’t stop paying taxes. When you save money in your 401(k), 403(b), IRA,
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
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
SECURE Act 2.0 – 16 Key Tax and Retirement Provisions
SECURE Act 2.0, which was signed into law by President Biden on December 29, 2022, contains many provisions that can significantly impact investors
Apprise’s Five Favorite Reads for the Week of December 25, 2022
It’s hard to believe we’ve come to the end of another year. Time passes much too quickly. And each year passes faster than the one before it – at
6 Year-End Retirement and Tax Planning Ideas + a Story
Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
Apprise’s Five Favorite Reads for the Week of November 13, 2022
Avoid Lifestyle Creep and Improve Your Quality of Life High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which
Should You Have Taxable Savings in Retirement?
When saving for retirement, we often prioritize tax-deferred accounts. But we should save for retirement in other types of accounts, too. After