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
Advisory Services
Advisory Services At Apprise, we believe taxes and investing are joined at the hip. You should always consider taxes when investing. That doesn't
Retirement Planning
Retirement Planning We created Apprise’s “Pathway to an Informed Retirement” to explain how we help you move from retirement uncertainty to an
Health Savings Accounts: An Often-Overlooked Tax Benefit
Please note: This blog was updated in April 2023. The most up-to-date blog can be found here. When we think about saving for retirement or creating a
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
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 23, 2021
On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” Please click this link