Blog

September 17, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of September 13, 2020

Articles discussing estate plans, charging your phone, surviving spouses and the SECURE Act, duplicate files, and retirement planning.

September 10, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of September 6, 2020

Articles discussing pre-retiree investing, online college classes, the power of compounding, coronavirus & misinformation, and retirement for women.

September 3, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of August 30, 2020

Articles discussing: Inflation policy & retirement, finding your purpose, delaying Social Security, lessons from our kids, and Medicare costs.

September 2, 2020
Planning

5 Tax-Savvy Retirement Withdrawal Strategies

5 Strategies that can potentially lower the tax cost of withdrawing money from your retirement accounts.

August 27, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of August 23, 2020

Articles discussing the economy and the market, a changing workforce, taxes in retirement, working from home, and working with fiduciaries.

August 13, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of August 9, 2020

Articles discussing taxes for retirees, happy retirement secrets, Social Security benefits, getting rid of stuff, and surviving a down market.

August 6, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of August 2, 2020

Articles discussing retirement savings for freelancers, sleep habits, Howard Marks memo, Appearances vs experiences, and income taxes.

August 6, 2020
Planning

Income Taxes: 6 Ways to Benefit From Thinking Ahead

When it comes to taxes, thinking ahead can save you money. Six tips that can help you save on taxes.

July 29, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of July 26, 2020

Articles discussing timing the market and disease research, finding a good doctor, mortgages, disinfectant wipes, and working on vacation.

July 23, 2020
Personal Finance

Apprise’s Five Favorite Reads for the Week of July 19, 2020

Articles discussing estate planning, mask-wearing, Soc Security for divorcees, a dog's age, and tips for job seekers.

July 15, 2020
Personal Finance

Apprise's Five Favorite Reads for the Week of July 12, 2020

Articles discussing excess retirement savings, returning to the office, estate planning, tough pandemic choices, and retiree tax breaks.

July 9, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of July 5, 2020

Articles discussing retirement plan company matches, volunteering, investing advice for teens, masks and the economy, & bad moves for retirement

July 1, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 28, 2020

Articles discussing what state to retire in, COVID-19 vaccines, combining work & retirement, benefits of walking, & Roth IRAs vs IRAs.

June 25, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 21, 2020

Articles discussing selling stocks, cleaning and disinfecting, the market rally, wearing masks, and a father's advice.

June 18, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 14, 2020

Articles discussing sports bettors, COVID-19 & touching surfaces, organizing finances, a doc's actions as his state reopens, & retiring in your 60s.

June 10, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 7, 2020

Articles discussing subscription services, probability, your magic number, the racial wealth gap, and 401(k) loans vss withdrawals.

June 4, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 31, 2020

Articles discussing Roth IRAs, working from home, retirement savings options, 68 bits of advice, and a Howard Marks memo.

May 28, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 24, 2020

Articles discussing Roth conversions, how COVID-19 germs can spread, the new normal, reducing noise during video calls, and Medicare insurance.

May 21, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 17, 2020

Articles discussing financial aid, Zoom fatigue, Roth IRA conversions, America's meat shortage, and delaying Social Security.

May 13, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 10, 2020

Articles discussing skipping 2020 RMDs, not going back to the office, stock market & the economy, routines when working from home, and uncertainty.

May 6, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 3, 2020

Articles 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, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 26, 2020

Articles discussing tracking coronavirus into your home, our pet's behavior, diversified portfolios, food supply chains, and Backdoor Roth IRAs.

April 23, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 19, 2020

Articles discussing ways to help during this crisis, who pays for this, food dumping, millennial retirement tips, and food expiration dates.

April 16, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 12, 2020

Articles 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, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 5, 2020

Articles discussing the slowing of time; lockdown grocery rules, sources of emergency cash, taking mental breaks, & advanced care planning.