We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
My Three Words – 2024 Version
Last January, I introduced the “My Three Words” concept and shared my three words for 2023. The My Three Words concept is simple. You choose three
Apprise’s Five Favorite Reads – Happy Holidays Version
It’s hard to believe another year is coming to a close. As always, the year has passed much too quickly. I wish you and your families, friends, and
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren. Please watch the video
The Retirement Smile: Navigating the Phases of Financial Freedom
Have you heard of the retirement smile? The term describes the typical pattern of retirees’ spending habits throughout their post-work years. It
Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills
This week’s Tuesday Tip addresses big mistakes people can make with their wills. Please watch the video below to learn more. If you would like a free
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
You Can Lower Your Tax Bill – Tax Planning Tips to Consider
How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,