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Category: Retirement Planning

Should You Have Taxable Savings in Retirement?

Author: Philip Weiss No Comments

Should You Have Taxable Savings in Retirement? When saving for retirement, we often prioritize tax-deferred accounts. But we should save for retirement in other types of accounts, too. After reading this week’s blog, you should better understand why it makes sense to include taxable savings in your retirement accounts. If your employer offers a match, […]

Municipal Bonds: Recent Weakness Leads to Investing Opportunity

Author: William Bevins No Comments

Municipal Bonds: Investing Opportunity After Recent Weakness 2022 has been a year of adjustments. Reassessing risk and rebalancing asset allocation have been top of mind for investors for many months now. Most asset classes have fallen in value due mainly to inflation risks, elevated interest rates, and higher commodity prices. One market that has corrected more rapidly […]

Municipal Bonds Opportunity

Author: William Bevins No Comments

Municipal Bonds: Investing Opportunity After Recent Weakness 2022 has been a year of adjustments. Reassessing risk and rebalancing asset allocation have been top of mind for investors for many months now. Most asset classes have fallen in value due mainly to inflation risks, elevated interest rates, and higher commodity prices. One market that has corrected more […]

Working Real Estate Investing into Your Retirement Strategy

Author: admin No Comments

Working Real Estate Investing into Your Retirement Strategy One of the most important realizations you can come about your financial wellbeing is this: during your active work years, the money you earn is for meeting your current needs as well as your needs during retirement. When you see this, you start to understand why planning […]

Pullbacks Are What Markets Do

Author: Philip Weiss No Comments

Pullbacks Are What Markets Do The market’s recent activity has increased angst among investors. Russia’s attack on Ukraine adds to the concern. Many investors were already on edge because of higher inflation, and the likelihood the Fed will raise interest rates. These factors offset strong fourth-quarter earnings growth for companies in the S&P 500 Index. […]

Designating Trusted Contacts and Naming Beneficiaries

Author: Philip Weiss No Comments

Designating Trusted Contacts and Naming Beneficiaries Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather than later. Over the past week, we have reviewed the profile information for every client account managed by Apprise. After that, we will send emails to […]

5 Facts Every Woman Should Know About Social Security

Author: Philip Weiss No Comments

5 Facts Every Woman Should Know About Social Security Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also shares some thoughts related to claiming strategies, particularly for couples. Social-Security-related rules are complicated. It can be easy to make a bad […]

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