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 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
Discovering Fulfillment: Find Purpose and Meaning in Retirement
How can you find purpose and meaning in retirement? Some find it harder to answer that question than others. After all, retirement marks a significant
Apprise’s Five Favorite Reads for the Week of April 21, 2024
Renting vs. Owning in Retirement For many people, buying a home fulfills a dream tied to important personal, professional, and financial goals. The
Tuesday Tips – Aligning Your Use of Money With What Matters Most to You – TEAM
This week’s Tuesday Tip addresses how aligning your use of money with what matters most to you can become more meaningful through the use of the
Apprise’s Five Favorite Reads for the Week of March 31, 2024
How to Spend for Greater Fulfillment Financial planning is about more than saving and investing for tomorrow. For many, the biggest long-term goal
Tuesday Tips: Flourishing Through Life’s Big Changes: Plan for Longevity – Step 3
This week’s Tuesday Tip addresses how our free E-Book can help you flourish through life's big changes. Please watch the video below to learn more. If