Experiences Matter
Experiences Matter They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their desired lifest…
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Financial Advisor Blog
Expert insights on retirement, tax planning, investment, and wealth management.
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Showing 73–84 of 175 articles
Working Real Estate Investing into Your Retirement Strategy
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 year…
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Pullbacks Are What Markets Do
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 …
Read more → Designating Trusted Contacts and Naming Beneficiaries
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…
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7 Things to Consider Before Tax Day Arrives
7 Things to Consider Before Tax Day Arrives Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still l…
Read more → 5 Facts Every Woman Should Know About Social Security
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 S…
Read more → How Roth Conversions Can Help You, Your Surviving Spouse, And Your Heirs
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs Whenever I have an initial conversation with a potential new client, I mention my view that taxes and inves…
Read more → 5 Important Things To Consider As We Come To Year-End
https://apprisewealth.com/news/5-important-things-to-consider-as-we-come-to-year-end/ I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron v…
Read more → 7 Year-End Tax And Financial Planning Tips
7 Year-End Tax and Financial Planning Tips It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share…
Read more → 9 Investment and Retirement Tips for Savvy Women
9 Investment and Retirement Tips for Savvy Women When it comes to saving for retirement, women face headwinds that men don’t. It starts with how much they earn. Women are paid abou…
Read more → 7 Benefits of a Roth IRA
7 Benefits of a Roth IRA https://vid.us/x9c33e While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in…
Read more → 11 Financial Tips For Parents To Share With Their Kids (Part 2)
11 Financial Tips for Parents to Share With Their Kids (Part 2) As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leav…
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