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 about Peter
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
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