The motherhood penalty refers to the career penalty women face after having a child. It can affect wages, the ability to get hired, workplace
Apprise’s Five Favorite Reads for the Week of April 17, 2022
Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision
Should I Complete a 401k Rollover?
It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have
Experiences Matter
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their
Apprise’s Five Favorite Reads for the Week of February 27, 2022
The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a
Designating Trusted Contacts and Naming Beneficiaries
Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
Apprise’s Five Favorite Reads for the Week of January 16, 2022
The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I