Please note: This blog was updated in April 2023. The most up-to-date blog can be found here. When we think about saving for retirement or creating a
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in April 2023. The
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to
Caring for Aging Parents: A Checklist
If you have aging parents, you may need to take care of them – or help arrange for their care in the future. Helping prepare your parents to age well
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Financial Planning and Life Planning
Financial Planning & Life Planning View Video I hope you are staying safe and healthy. Many things change as we transition from
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 February 21, 2021
Tax season has arrived. It will be April 15th in about seven weeks. Tax season also means the scammers come out. Identity thieves may look to collect
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,