Deducting Disaster Losses for Individuals
https://candicegerlachcpa.com/deducting-disaster-losses-for-individuals/ We seem to be living in an age of natural disasters. Uninsured losses to personal non-business property suc…
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Niche To Get Rich
https://www.curiohaus.com/blog/streets-smarts-mba-live-niche-to-get-rich [Click the blog link above to watch the full video in less than 5 minutes!] #1- IDENTIFY THE BEST REFERRAL …
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Strategies to Manage Taxes in Retirement
https://thriveretire.com/knowledge-center/strategies-to-manage-taxes-in-retirement Why Do We Care About Taxes? We care because we want to pay less of them to stretch or optimize ou…
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Secrets to IRS Penalty Forgiveness Using Reasonable Cause Uh-oh!
Blog In your mailbox you found that dreaded envelope—the one from the IRS. Inside the envelope, you find a notice from the IRS informing you that it assessed additional tax, penalt…
Read more → Persuasive Marketing – Logic vs Emotion
https://www.curiohaus.com/blog/streets-smarts-mba-live-persuasive-marketing Persuasive Marketing Quick Tips from Sonia Dumas + Hugh Tafel [Click the blog link above to watch the fu…
Read more → Living Longer – What Does It Mean for Retirement Planning?
Living Longer – What Does It Mean for Retirement Planning? Please click here for a video summary of this week's blog. Many of us are living longer than previous generations. As a r…
Read more → Total Cost of Investing – The Easiest of Retirement Optimization Strategies
https://thriveretire.com/knowledge-center/total-cost-of-investing-the-easiest-of-retirement-optimization-strategies Optimizing Limited Retirement Resources Given their limited reso…
Read more → The Value of Roth Conversions at Today’s Low Rates
The Value of Roth Conversions at Today’s Low Rates Please click here for a video summary of this blog. Today’s federal income tax rates might be the lowest you’ll see for the rest …
Read more → Dynamic Withdrawal Rules — Higher Withdrawals With Less Risk
https://thriveretire.com/knowledge-center/dynamic-withdrawal-rules-higher-withdrawals-with-less-risk Adopting a dynamic rules-based approach to portfolio withdrawals can improve yo…
Read more → Are You Taxed If the SBA Makes Loan Payments on Your Behalf?
The Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten the most attention from businesses seeking a …
Read more → Social Security: Some Questions and Answers About Benefits
Social Security: Some Questions and Answers About Benefits Based at least partly on the results of a recent reader survey, I am making some changes to Apprise's blog content. I kno…
Read more → Confessions of a Financial Advisor
Confessions of a Financial Advisor Confessions of a Financial Advisor My personal story is part of what drives me to help others manage their personal finances. Growing up I faced …
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