Appreciate Finance Blog
Return your leased car or buy out the lease?
This is one of the few times when the car you leased 3 years ago may be worth more than the pre negotiated buyout price. Read on here before you turn in that leased car.
Explore Intention for Financial Planning
Success in Financial Planning and achieving the goals we set out for ourselves, starts from our intentions -- sometimes the inner work is more important than the outer work in this process. Read the full article here on Forbes...
Can Young People Still Count on Social Security?
Social Security needs to hire a PR agent. It’s one of the most important government programs we have but it has a perception vs. reality issue. Some people think it’s going to run out of money. Some people think it’s a Ponzi scheme. Some people think they’ll never see...
Why purchase supplemental Disability Insurance?
By Guest Author: Bob Gertie, CLTC Disability insurance being added on top of employer coverage is by far one of the most common recommendations being made by financial planners across the country. This is because of the substantial gaps and limitations often found in...
Travel insurance
As you start traveling again during COVID times, you may want to obtain more serious travel insurance that includes medical evacuation. This Forbes piece rates the top policies.
The dangers of sunk costs
This podcast by Seth Godin on sunk costs gives food for thought for anyone who was ever hesitant to sell a stock that had fallen in value, or change a career they had invested in greatly through time and/or education. Marina the tax lady is my source for discovering it!
Understand a mutual fund vs. ETF
Did you ever wish you better understood the difference between a mutual fund and an ETF? Click here to learn more.
Why you need a cash emergency fund
I am a big proponent of holding cash in an emergency fund. In this current moment of very low interest rates, clients are asking why they should be holding on to cash which is essentially losing value in an inflationary environment. I would like to reference this...
End of life planning basics for everyone… course offering
Get Your Essential Life Planning To-Do List Done Get the essentials end of life planning basics like wills, living wills, healthcare directives, emergency funds and 'what if' plans done! Join the founder of internationally-acclaimed website GetYourShitTogether.org and...