They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their
Apprise’s Five Favorite Reads for the Week of November 28, 2021
I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday
Apprise’s Five Favorite Reads for the Week of November 7, 2021
When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round
Apprise’s Five Favorite Reads for the Week of October 31, 2021
On Sunday, we helped our son Daniel celebrate his 21st birthday. The whole family went to visit him. We made breakfast for Daniel as well as his
Apprise’s Five Favorite Reads for the Week of October 17, 2021
High school seniors should be thinking more seriously about what they want to do after they graduate, especially if they plan to go to college. If you
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
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