This week’s Tuesday Tip addresses tax planning for women facing new beginnings. Please watch the video below to learn more. If you would like a free
Roth IRA Benefits for Kids
If your son or daughter has a summer job, don’t forget about the Roth IRA benefits for kids. After all, summer break is here. Are your kids eagerly
Apprise’s Five Favorite Reads for the Week of June 16, 2024
Improve Mindfulness for ROL We hope all the dads reading this had a Happy Father’s Day. Many thoughts run through our heads at any given moment
Tuesday Tips – Roth Conversion Strategies and Tax Planning 2025
This week’s Tuesday Tip addresses how Roth conversion strategies can be helpful for Tax Planning 2025. Please watch the video below to learn more. If
Tax Planning 2025 – Essential Strategies
Tax Planning 2025? It’s June 2024. Why talk about that now? At the end of 2025, the tax landscape could undergo significant changes. The Tax Cuts and
Apprise’s Five Favorite Reads for the Week of May 26, 2024
Family Summer Planning as Part of Your Life Plan Memorial Day weekend often marks the unofficial start of summer, making family summer planning a
Morgan Housel – The Psychology of Money
When asked to recommend a book about investing, Megan and I have the same answer: Morgan Housel’s The Psychology of Money. The book delves into the
Reflections on A Journey to Omaha
I took my first journey to Omaha to attend Berkshire Hathaway’s shareholder meeting in 20141. I’ll never forget the feeling I had that weekend. It was
Life Planning: Why Life Planning is Financial Planning Done Right
This week’s video addresses why life planning represents financial planning done right. Please watch the video below to learn more. If you would like