This week’s video addresses why life planning is so important to financial planning. Please watch the video to learn more.
Money matters. It plays a meaningful role in our lives. It allows us to experience many things. But money isn’t everything. Instead of asking how much money you need, try asking yourself different questions.
How can you find purpose and meaning in retirement? Here are some ideas to find fulfillment.
Our five favorite reads from the past three weeks. Plus an intro on renting vs. owning in retirement!
This week’s Tuesday Tip addresses how you can use the acronym TEAM to align your money with what matters most to you.
Do you think you will spend less in retirement? Many expect to. This week, we’ll review some of the expenses that can change in retirement.
What is the Social Security Tax Torpedo? Read this updated blog to find out how it could affect you.
Learn how asset location strategies can enhance your investment portfolio’s tax efficiency.
Do you contribute to conventional retirement accounts? See why Health Savings Accounts can be the best method to save for retirement.
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.