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
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
7 Tips to Help You Have a Great Summer Vacation
Life can get crazy. We all need some time away. Last year it was much harder to take a vacation. The pandemic limited our options. You should take
How Long to Keep Financial Documents: Some Guidelines
Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post and some
Apprise’s Five Favorite Reads for the Week of April 18, 2021
This week it almost feels like the return of winter. But it’s hard to feel too down about the cold temperatures. On Monday, my wife and I got our
Apprise’s Five Favorite Reads for the Week of May 9, 2021
I hope you are staying safe and healthy. Many things change as we transition from our work career to retirement. We switch from asset accumulation
How Long Should You Keep Financial Documents?
Please note: This blog was updated in July 2021. The updated blog can be found here. Are you overwhelmed by the volume of financial documents you
Apprise’s Five Favorite Reads for the Week of June 20, 2021
Summer has arrived. With the opening of the economy, I hope more of you can get some quality time away this summer. I know my family and I are looking
Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle
Please note: This blog was updated in August 2024. The updated blog can be found here. ASSET LOCATION A common real estate mantra is “location,