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.
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.
Learn why tuning out financial news, especially from networks like CNBC, is crucial for women facing life transitions. Stay focused on your long-term financial goals by tuning out financial news noise and embracing a confident, sustainable financial plan.
Discover the truth behind common financial myths for women facing new beginnings. Empower your financial journey with facts and align your money choices with your values.
Our five favorite reads from the past three weeks. Plus: buy experiences not possessions for better ROL!
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.