Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
Apprise’s Five Favorite Reads for the Week of January 16, 2022
The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
Apprise’s Five Favorite Reads for the Week of December 12, 2021
I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the
FAQ
FAQ IF I CALL, WHAT SHOULD I EXPECT? Expect a friendly conversation! We will want to know what your financial goals are, where you are financially
5 Important Things To Consider as We Come to Year-End
I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron variant have heightened coronavirus-related fears. But we
Apprise’s Five Favorite Reads for the Week of November 28, 2021
I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday
Podcast: Special Appearance [Intersection of Tax and Asset Management]
I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay
11 Financial Tips for Parents to Share With Their Kids (Part 2)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to