This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes. Please watch the video to learn more.
How can you go about securing healthcare coverage before Medicare? We discuss options, budgets, and ways to lower costs.
Our five favorite reads from the past three weeks. Plus: our introduction on why you should teach your kids about investing!
This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes. Please watch the video to learn more.
Can you afford your house without your spouse? Let’s explore factors to consider when evaluating your ability to maintain homeownership solo.
Our five favorite reads from the last three weeks. Plus: four things you can do to help beat the winter blues.
When asked to recommend a book about investing, Megan and I have the same answer: Morgan Housel’s The Psychology of Money.
A review and some memorable quotes from this year’s journey to Omaha and the Berkshire Hathaway shareholders meeting.
This week’s video addresses why life planning is so important to financial planning. Please watch the video to learn more.
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at EVOKE training.
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.