Our five favorite reads from the past two weeks. Plus: Use KPIs to Achieve Your New Year’s Resolutions!
Let’s review how well I did sticking to my three words for 2023, as well as share my three new words for 2024.
Happy Holidays! This week’s Apprise’s Five Favorite Reads is a compilation of our most viewed content of 2023!
Our five favorite reads from the past three weeks. Plus: Setting a Short-Term Financial Goal for 2024!
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren.
Why are the phases of retirement spending often referred to as the retirement smile? Read to find out.
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.
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.