What March Madness Can Teach Us About Your Financial Plan The opening of this week’s blog was originally meant to coincide with the start of March
What Happened at Silicon Valley Bank – A Primer
With last week’s failure of Silicon Valley Bank and its impact on the banking system – or at least perceptions related to it – the financial landscape
Life Planning Training: Reinforcing My Purpose
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 3
I have asked clients the three Kinder questions that serve as the base for a life plan since 2020. But Apprise’s life planning process didn’t go much
Life Planning Training: Reinforcing My Purpose – Part 2
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 1
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Apprise’s Five Favorite Reads for the Week of February 19, 2023
Plan a Special Vacation to Start Retirement If you're close to retirement but not really looking forward to it, it could be time to schedule
George Kinder on the 3 Essential Life Planning Questions
After launching Apprise, I learned about the three Kinder Questions. As I read more about them, I decided to incorporate them into my financial
Apprise’s Five Favorite Reads for the Week of February 5, 2023
The first month of 2023 has passed. It was a good month for investors. As of Friday’s close, the S&P 500 Index was up 7.7% year-to-date. Will that