Note: This is an updated version of this blog: Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle. Some additional
Apprise’s Five Favorite Reads for the Week of June 6, 2021
Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the
How Do You Decide Where to Live When You Retire?
Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine
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 March 21, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Living Longer: What Does It Mean for Retirement Planning – and 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
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
Overburdened with Credit Card Debt? A Personal Story
Managing Debt is Critical – Here’s How I Finally Managed Mine. My personal story is part of what drives me to help others manage their personal