June 16, 2021Asset Location: It Can Improve the Tax Efficiency of Your InvestmentsAsset location - deciding which asset belongs in which account type - can improve the tax efficiency of your investment portfolio.
June 10, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of June 6, 2021Articles discussing: Product shortages, adopting new behaviors, retirement, self-talk, and investing habits.
June 3, 2021PlanningHealth Savings Accounts: A Triple-Tax-Free Retirement BenefitWhat are the advantages of a Health Savings Account? Should you use your HSA to fund current expenses, or save it for the future? Try saving it.
May 27, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of May 23, 2021Articles discussing working longer, task switching, Social Security benefits, rising costs, and healthcare decision-making.
May 20, 2021Planning5 Tips: Helping Your Aging Parents Manage Their FinancesMany of us are living longer. Oftentimes children take care of their aging parents. We share 5 tips to help you manage your aging parents' finances.
May 13, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of May 9, 2021Articles discussing: Taxes in retirement; rich people's habits; average stock market returns; saying "no"; and fiduciary advisors.
May 6, 2021PlanningCaring for Aging Parents: A ChecklistThe number of adults who take care of aging parents continues to increase. A checklist of items to consider if you have to take care of your parents.
April 29, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of April 25, 2021Articles discussing phases of retirement, workcations, a tax preparation checklist, confirmation bias, and the stock market after a year of big gains.
April 22, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of April 18, 2021Articles discussing emergency funds, a short email rule, retirement challenges for women, the shortness of time, and secrets to a happy retirement.
April 15, 2021PlanningSocial Security and Taxes – Could There Be a Tax Torpedo in Your Future?If you receive Social Security benefits and increase your taxable income, it can lead to a tax torpedo – a higher-than-expected tax bill.
April 8, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of April 4, 2021Articles discussing: Retirement planning for self-employed, tips for a better life, college savings, avoiding bad decisions, and retirement readiness.
April 1, 2021PlanningSocial Security: Some Key Benefit-Related ConceptsWhen should you start claiming Social Security benefits? Some special considerations for couples. Some tips that can allow you to postpone collecting.
March 25, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of March 21, 2021Market reflections plus articles discussing RMDs, emotional intelligence, Howard Marks' latest memo, time management tips, and money mistakes.
March 18, 2021PlanningLiving Longer – What Does It Mean for Retirement Planning?When it comes to your financial plan your longevity, your goals, your time horizon, and your risk tolerance all matter.
March 11, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of March 7, 2021Articles discussing being a landlord, pandemic changes, Berkshire letter, which vaccine, algebra of wealth.
March 4, 2021PlanningThe Value of Roth Conversions at Today's Low RatesRoth conversions can add considerable value to your financial plan. Today's tax rates might be the lowest you will see in your lifetime.
February 25, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of February 21, 2021Articles discussing tax scams, the price of nature, retirees' #1 concern, deleting junk emails, and IRA mistakes to avoid.
February 18, 2021PlanningCreating a Retirement PaycheckCreating a reliable income stream in retirement can be hard. Read on for some tips to help you replace your work paycheck with a retirement paycheck.
February 11, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of February 7, 2021Articles discussing FAFSA changes, the future of offices, paying off debt vs. investing, productivity tips, and intangible assets.
February 4, 2021PlanningFinancial Planning for Couples – It Takes TeamworkManaging family finances and putting together a financial plan should include the input of both members of a couple. Work together. It's important.
January 28, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of January 24, 2021 + Thoughts on GameStopArticles discussing: easy financial wins, work and life hacks, GameStop, Jeff Bezos' Decision Making, and preparing for retirement.
January 21, 2021Planning10 Things to Consider if You Have Inherited an IRAThe rules related to inherited IRAs can be complicated. We share 10 things to consider if you inherit an IRA.
January 14, 2021Personal FinanceApprise’s Five Favorite Reads for the Week of January 10, 2021Articles discussing market forecasts, New Year's Resolutions, Howard Marks memo, setting priorities, and markets in 2020.
January 7, 2021Personal FinanceFinancial Planning: For Couples and Singles Plus the “Widow’s Penalty”Does your financial plan take into account the "survivor's trap" or the "widow's penalty?" How about issues specific to singles?
December 28, 2020Personal FinanceA Look Back, A Look Ahead and Some Shared HighlightsA review of 2020, a look at 2021, and our most-viewed content in 2020.