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
Apprise’s Five Favorite Reads for the Week of August 14, 2022
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 31, 2022
For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many
Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip
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
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 April 2023. The
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