Our five favorite reads from the last three weeks. Plus: four things you can do to help beat the winter blues.
This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes.
Navigating widowhood is not easy. Let’s review what kinds of professionals you might need right away.
Our five favorite reads from the past three weeks. Plus: Develop Healthy Hobbies as a Family!
This week’s Tuesday Tip contains important tax planning numbers for the year 2024. Please watch the video to learn more.
Do you know about the benefits of Backdoor Roth IRAs? Do you even know what a Backdoor Roth IRA is? Read this blog to find out!
Our five favorite reads from the last five weeks. Plus, an introduction on Family Summer Planning as Part of Your Life Plan!
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.
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.