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
About Phil Weiss, CFA®, CPA
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