April 15, 2021Social 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.
December 17, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of December 13, 2020Articles discussing retirement mistakes, successful decision-making, selling homes in retirement, comparing yourself to others, and $20 savings boosts
December 17, 2020PlanningHow Do You Decide Where to Live When You Retire?Deciding where to live when you retire can be complicated. This blog and the related video share some important factors to consider.
December 3, 2020Personal FinanceApprise’s Five Favorite Reads for the Week of November 29, 2020Articles discussing 401(k) rollovers, places to live in retirement, Q3 earnings, inbox zero, and women and investing.
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.