FAQ IF I CALL, WHAT SHOULD I EXPECT? Expect a friendly conversation! We will want to know what your financial goals are, where you
5 Important Things To Consider as We Come to Year-End
I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron variant have heightened coronavirus-related fears. But we
Apprise’s Five Favorite Reads for the Week of November 28, 2021
I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday
Podcast: Special Appearance [Intersection of Tax and Asset Management]
I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay
11 Financial Tips for Parents to Share With Their Kids (Part 2)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to
11 Financial Tips for Parents to Share With Their Kids (Part 1)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially
Protecting the One You Love
If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.
Apprise’s Five Favorite Reads for the Week of August 22, 2021
On Monday, my family and I celebrated my wife Diana’s birthday. We had originally intended to go to Atlanta for a long weekend. The highlight of the
Apprise’s Five Favorite Reads for the Week of July 4, 2021
Thoughts on Long-Term vs. Short-Term Investing Sometimes I wonder why I include an investment commentary section in my favorite read’s blogs. From