College Planning
Apprise’s Five Favorite Reads for the Week of October 17, 2021
Articles discussing inflation, habits of successful people, college costs, remembering names, and health savings accounts.
Articles discussing inflation, habits of successful people, college costs, remembering names, and health savings accounts.
How is a Roth IRA different from a traditional IRA? Should you consider utilizing a Roth IRA? We share seven benefits associated with Roth IRAs.
Articles discussing the folly of market forecasts, Steve Jobs’ business strategy, raising financially healthy kids, better life tips, and saving funds in an HSA.
What are the advantages of a Health Savings Account? Should you use your HSA to fund current expenses, or save it for the future? Try saving it.
Managing your finances can be challenging even for financial advisors. But difficulties can be overcome, too. My personal story is part of what drives me to help others manage their personal finances.
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work together. It’s important.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.