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
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast
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
Apprise’s Five Favorite Reads for the Week of September 4, 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
Apprise’s Five Favorite Reads for the Week of August 14, 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,
11 Things to Consider if You Have an Inherited IRA
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
Apprise’s Five Favorite Reads for the Week of July 31, 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
Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report
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
7 More Tips to Help You Have a Great Summer Vacation
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