Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,
11 Things to Consider if You Have an Inherited IRA
Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided
Apprise’s Five Favorite Reads for the Week of July 17, 2022
I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your
7 More Tips to Help You Have a Great Summer Vacation
I wrote the main part of this blog on Friday. The topic feels a bit out of place today. I’ll use an intro to help you understand why. The vast
Apprise’s Five Favorite Reads for the Week of July 3, 2022
Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer
Apprise’s Five Favorite Reads for the Week of June 19, 2022
I’d like to send belated “Happy Father’s Day” wishes to all the dads reading this week’s blog. As the father of four great kids, I feel very
Nine Suggestions to Help You Stay Sane in a Volatile Market
The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market
Apprise’s Five Favorite Reads for the Week of June 5, 2022
Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”
Apprise’s Five Favorite Reads for the Week of May 22, 2022
Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has