August 6, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of August 2, 2020Articles discussing retirement savings for freelancers, sleep habits, Howard Marks memo, Appearances vs experiences, and income taxes.
August 6, 2020PlanningIncome Taxes: 6 Ways to Benefit From Thinking AheadWhen it comes to taxes, thinking ahead can save you money. Six tips that can help you save on taxes.
July 29, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of July 26, 2020Articles discussing timing the market and disease research, finding a good doctor, mortgages, disinfectant wipes, and working on vacation.
July 23, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of July 19, 2020Articles discussing estate planning, mask-wearing, Soc Security for divorcees, a dog's age, and tips for job seekers.
July 15, 2020Personal FinanceApprise's Five Favorite Reads for the Week of July 12, 2020Articles discussing excess retirement savings, returning to the office, estate planning, tough pandemic choices, and retiree tax breaks.
July 9, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of July 5, 2020Articles discussing retirement plan company matches, volunteering, investing advice for teens, masks and the economy, & bad moves for retirement
July 1, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of June 28, 2020Articles discussing what state to retire in, COVID-19 vaccines, combining work & retirement, benefits of walking, & Roth IRAs vs IRAs.
June 25, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of June 21, 2020Articles discussing selling stocks, cleaning and disinfecting, the market rally, wearing masks, and a father's advice.
June 18, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of June 14, 2020Articles discussing sports bettors, COVID-19 & touching surfaces, organizing finances, a doc's actions as his state reopens, & retiring in your 60s.
June 10, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of June 7, 2020Articles discussing subscription services, probability, your magic number, the racial wealth gap, and 401(k) loans vss withdrawals.
June 4, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of May 31, 2020Articles discussing Roth IRAs, working from home, retirement savings options, 68 bits of advice, and a Howard Marks memo.
May 28, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of May 24, 2020Articles discussing Roth conversions, how COVID-19 germs can spread, the new normal, reducing noise during video calls, and Medicare insurance.
May 21, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of May 17, 2020Articles discussing financial aid, Zoom fatigue, Roth IRA conversions, America's meat shortage, and delaying Social Security.
May 13, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of May 10, 2020Articles discussing skipping 2020 RMDs, not going back to the office, stock market & the economy, routines when working from home, and uncertainty.
May 6, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of May 3, 2020Articles discussing What happens next, Wi-Fi fixes, the return of our sports teams, the fate of department stores, and Berkshire's annual meeting.
April 30, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of April 26, 2020Articles discussing tracking coronavirus into your home, our pet's behavior, diversified portfolios, food supply chains, and Backdoor Roth IRAs.
April 23, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of April 19, 2020Articles discussing ways to help during this crisis, who pays for this, food dumping, millennial retirement tips, and food expiration dates.
April 16, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of April 12, 2020Articles discussing RMDs in 2020, working at home with kids around, why we look at market history, hoarding toilet paper, and Howard Marks' latest.
April 7, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of April 5, 2020Articles discussing the slowing of time; lockdown grocery rules, sources of emergency cash, taking mental breaks, & advanced care planning.
April 2, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of March 29, 2020Articles discussing buy & hold investing, working from home, Howard Marks' latest memo, how coronavirus may change our futures, and networking.
March 31, 2020Personal FinanceThe 2020 CARES Act – An Overview of Some Key ProvisionsWonder how the CARES Act affects individuals? Read our Q&A for a summary of some of the key points.
March 25, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of March 22, 2020Articles discussing Roth conversions, changing our minds, buying stocks too early, the effect of the hiatus on sports, and hindsight bias.
March 23, 2020Recent Market Performance: The Bad and the GoodWe're in a bear market and many of us are homebound. What can we do to make some good out of the difficult things we're experiencing?
March 19, 2020Personal FinanceApprise Wealth Management's Selected Readings for the Week of March 15, 2020Articles discussing stocks after the market falls, identity theft, Coronavirus scams, sports as an escape, and sleep's benefits.
March 16, 2020This Too Shall PassSome thoughts to help you get through the current period of market upheaval.