Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as
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
Apprise’s Five Favorite Reads for the Week of June 6, 2021
Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the
Apprise’s Five Favorite Reads for the Week of May 23, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” Please click this link
Apprise’s Five Favorite Reads for the Week of April 25, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”
Confessions of a Financial Advisor
My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to