November 19, 2020PlanningHave You Discussed Money With Your Spouse?Do you have a hard time talking about money with your spouse? We share a questionnaire to help get the conversation started.
November 12, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of November 8, 2020Articles discussing FAFSA, relationships, retirement savings, time management, and Roth IRAs vs. Traditional IRAs.
November 12, 2020Planning12 Tips on Filing for Financial Aid to Get Your Kids Through CollegeAre you filing for financial aid for your college student? Would you like some tips to help with the process? If so, read on.
November 5, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of November 1, 2020Articles discussing college debt, wiping down surfaces, working after age 70, success, and a retirement planning option.
October 30, 2020Confessions of a Financial AdvisorManaging your finances can be challenging even for financial advisors. But difficulties can be overcome, too.
October 29, 2020PlanningSocial Security: Some Questions and Answers About BenefitsDo you have questions about Social Security benefits? You may find some answers in this Social Security Q&A.
October 22, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of October 18, 2020Articles discussing Behavioral Biases, where to retire in America, lifestyle creep, focusing at work, and the markets and the economy.
October 15, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of October 11, 2020Articles discussing Health Savings Accounts, your future self, a Howard Marks memo, making assumptions, and saving too much.
October 8, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of October 4, 2020Articles discussing retirement spending, healthy lifestyles, FASFA tips, digital decluttering, and open enrollment for benefits.
October 1, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of September 27, 2020Articles discussing Social Security benefits, gratitude's impact, relocating ahead of retirement, taking walks, and estimating cash-flow in retirement
September 24, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of September 20, 2020Articles discussing Day Trading, To-Do Lists, Women and Retirement Risk, A Billionaire Who Wanted to Die Broke, and Long-Term Care Insurance.
September 17, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of September 13, 2020Articles discussing estate plans, charging your phone, surviving spouses and the SECURE Act, duplicate files, and retirement planning.
September 10, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of September 6, 2020Articles discussing pre-retiree investing, online college classes, the power of compounding, coronavirus & misinformation, and retirement for women.
September 3, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of August 30, 2020Articles discussing: Inflation policy & retirement, finding your purpose, delaying Social Security, lessons from our kids, and Medicare costs.
September 2, 2020Planning5 Tax-Savvy Retirement Withdrawal Strategies5 Strategies that can potentially lower the tax cost of withdrawing money from your retirement accounts.
August 27, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of August 23, 2020Articles discussing the economy and the market, a changing workforce, taxes in retirement, working from home, and working with fiduciaries.
August 13, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of August 9, 2020Articles discussing taxes for retirees, happy retirement secrets, Social Security benefits, getting rid of stuff, and surviving a down market.
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.