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
5 Tax Planning Ideas to Consider Before Year-End
Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on
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
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
Apprise’s Five Favorite Reads for the Week of July 17, 2022
I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your
Financial Topics For Women
What female-led households need to know about planning for their financial future This free e-book will help you understand how to optimize your
7 Things to Consider Before Tax Day Arrives
Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last