Achieve More in Life and Feel Good About the Results We often overestimate what we can accomplish in the short term and underestimate what we can
Apprise’s Five Favorite Reads for the Week of November 13, 2022
Avoid Lifestyle Creep and Improve Your Quality of Life High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which
5 Places to Park Cash Held for Short-Term Needs
Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another
Apprise’s Five Favorite Reads for the Week of October 30, 2022
Through Friday’s close, October has been much kinder to investors than September. While some technology companies have reported disappointing results,
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast
Apprise’s Five Favorite Reads for the Week of October 2, 2022
What if You and Your Spouse Plan to Retire at Different Times? Married couples don’t always plan to retire at the same time. According to a recent
5 Tax Planning Ideas to Consider Before Year-End
Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on
Apprise’s Five Favorite Reads for the Week of September 18, 2022
Market Thoughts It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While
Apprise’s Five Favorite Reads for the Week of September 4, 2022
Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important