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 August 30, 2020
I hope everyone is staying safe and healthy. Welcome to September. At the beginning of the pandemic, time seemed to stand still. Since then it feels
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
A Look Back, A Look Ahead and Some Shared Highlights
The past year has been one for the history books. The holiday season marks a good time to reflect on the past and think about the future. I am
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when
11 Tips On Filing For Financial Aid to Get Your Kids Through College
Please note: This blog was updated in November 2020. The updated blog can be found here. FINANCIAL AID Over the next few months millions of parents
12 Tips on Filing for Financial Aid to Get Your Kids Through College
Note: This is an updated version of this blog: 11 Tips on Filing for Financial Aid to Get Your Kids Through College. It includes an additional tip as
Apprise’s Five Favorite Reads for the Week of September 20, 2020
I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%
Apprise’s Five Favorite Reads for the Week of September 6, 2020
I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's