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
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit – 2022 Update
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in August 2024.
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
Overcoming Financial Challenges Women Face
When it comes to personal finances, there are many challenges women face that their male counterparts don’t. This shouldn’t be a surprise. Most men
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 (Four) Favorite Reads for the Week of May 29, 2022
The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week
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
More Money or More Time?
Which would you rather have, more money or more time? Most of us have heard the old line: “Time is money.” Many trace that saying to an old essay