I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay
Apprise’s Five Favorite Reads for the Week of November 7, 2021
When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round
9 Investment and Retirement Tips for Savvy Women
When it comes to saving for retirement, women face headwinds that men don’t. It starts with how much they earn. Women are paid about 80 cents for
7 Benefits of a Roth IRA
While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter
Protecting the One You Love
If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.
Retirement Planning
Retirement Planning We created Apprise’s “Pathway to an Informed Retirement” to explain how we help you move from retirement uncertainty to an
How Long to Keep Financial Documents: Some Guidelines
Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as
Apprise’s Five Favorite Reads for the Week of May 9, 2021
I hope you are staying safe and healthy. Many things change as we transition from our work career to retirement. We switch from asset accumulation
How Long Should You Keep Financial Documents?
Please note: This blog was updated in July 2021. The updated blog can be found here. Are you overwhelmed by the volume of financial documents you