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Appreciate Finance Blog

Socially Responsible Investing

Socially Responsible Investing

It’s been a long time coming, but as per studies cited in this article, there is no longer a penalty for investing in socially responsible funds. In other words, you aren't necessarily going to get lower returns for making this choice. 

Thinking about refinancing?

Thinking about refinancing?

Interest rates are low again, just when we thought they could not get lower. You might want to think about refinancing now.

Tax Updates and Reminders

Tax Updates and Reminders

I know it's not April, but still, let's talk taxes. Estimated tax is due Sept 16th, if applicable in your case. If you filed for an extension, tax returns are due Oct 15th. Read more...

Traveling for business, pleasure and retirement

Traveling for business, pleasure and retirement

Let’s talk about retiring abroad. In case you were really enjoying Portugal and thinking of making it more permanent, read about how Medicare issues might make it a bit more complicated, but can be managed. Read more here...

Traveling for business, pleasure and retirement

Traveling for business, pleasure and retirement

As some return from vacation and others are still happily enjoying the summer freedoms, let’s talk about retiring abroad. In case you were really enjoying Portugal and thinking of making it more permanent, read about how Medicare issues might make it a bit more...

Mothers’ Day Lessons, Estate Planning and spending

Mothers’ Day Lessons, Estate Planning and spending

If you haven't taken the time for estate planning yet, here are some links to resources so you can create a will online. It's often better to sit down with an attorney but if you haven't been able to get to it yet, this will allow you to have something prepared in the...