Do you know if Social Security income is taxable? This question does not have an easy answer. It might be. But then again, it might not be. In short,
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to
Living Longer – What Does It Mean for Retirement Planning?
Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us
Apprise’s Five Favorite Reads for the Week of March 7, 2021
On Thursday, I hosted the latest session in Apprise's “Ask Me Anything” webinar series: “Are You Missing Roth IRA Opportunities?” Please click this
The Value of Roth Conversions at Today’s Low Rates
Today’s federal income tax rates might be the lowest you’ll see for the rest of your life. As a result, if you have a traditional retirement account,
Creating a Retirement Paycheck
For many, transitioning from work to retirement is learning to live without a steady paycheck is challenging. Unfortunately, expenses continue even
Apprise’s Five Favorite Reads for the Week of November 29, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money
Apprise’s Five Favorite Reads for the Week of December 13, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Where Will Your
Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”
For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this