While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June
Apprise’s Five Favorite Reads for the Week of October 3, 2021
Welcome to October. As usual, the year has flown by. Fall is in the air and Halloween – our son Daniel’s birthday – is fast approaching. The leaves
11 Financial Tips for Parents to Share With Their Kids (Part 2)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to
Apprise’s Five Favorite Reads for the Week of September 19, 2021
I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he
11 Financial Tips for Parents to Share With Their Kids (Part 1)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially
Apprise’s Five Favorite Reads for the Week of September 5, 2021
Over the past few weeks, I’ve shared some personal thoughts as my wife, Diana, and I helped two of our children move into their college residences.
Protecting the One You Love
If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.
Apprise’s Five Favorite Reads for the Week of August 22, 2021
On Monday, my family and I celebrated my wife Diana’s birthday. We had originally intended to go to Atlanta for a long weekend. The highlight of the
7 Back-to-School Financial Tips + 4 More for College Students
Getting to know Apprise’s clients is important to me. I appreciate the opportunity to share aspects of my life as well. As I started writing this