Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”
Apprise’s Five Favorite Reads for the Week of September 22, 2024
Building Feedback Loops for Return on Life Are you tracking your Return on Life (ROL) as closely as your steps or social media likes? When it
The Social Security Tax Torpedo – Could It Happen to You?
Note: This is an updated version of this blog: Social Security and Taxes – Could There Be a Tax Torpedo in Your Future? You will find some additional
Asset Location for Tax Efficiency
Note: This is an updated version of this blog: Asset Location: It Can Improve the Tax Efficiency of Your Investments. You will find some additional
Tuesday Tips: Understanding Taxes and Your Retirement Income
This week’s Tuesday Tip can help you in understanding taxes and your retirement income. Please watch the video below to learn more. If you would like
Apprise’s Five Favorite Reads for the Week of July 7, 2024
What Does Financial Independence Mean to You? I hope everyone enjoyed the Fourth of July holiday. I also hope this week’s blog gets you thinking
Tuesday Tips: Tax Planning for Women Facing New Beginnings
This week’s Tuesday Tip addresses tax planning for women facing new beginnings. Please watch the video below to learn more. If you would like a free
Tax Planning 2025 – Essential Strategies
Tax Planning 2025? It’s June 2024. Why talk about that now? At the end of 2025, the tax landscape could undergo significant changes. The Tax Cuts and
Apprise’s Five Favorite Reads for the Week of April 21, 2024
Renting vs. Owning in Retirement For many people, buying a home fulfills a dream tied to important personal, professional, and financial goals. The