Lifelong Blog
Our nationally recognized, weekly blog posts.
How to Switch Banks: A 9 Step Plan to Firing Your Bank
How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don’t like your current bank, learn how to make the switch. It’s not as difficult as you think!
You, Yes You – You Freaking Made It!
Guess what – You freaking made it! You hung in there and made it to the end of a rough year, celebrate!
Retirement Planning – Should You Hire A Retirement Advisor? Pros & Cons Explained
Retirement Planning – Should You Hire A Retirement Advisor? Pros & Cons Explained
Tax Refund Schedule for 2023
Tax Refund Schedule for 2023 – when might you expect your tax refund this year?
What Is Tax Liability?
What Is Tax Liability? It’s the sum of taxes that you must pay as an individual to the government.
A Hawkish Fed and Shopping Slowdown Send Stocks Lower
A Hawkish Fed and Shopping Slowdown Send Stocks Lower – learm more in our weekly market update.
What I Learned in 2022 (Annual Edition)
What I learned in 2022 – lessons from a financial planner about finances and life!
10 Types of Investments and How They Work
10 Types of Investments and How They Work – Learn about the different types of investments and how to use them.
Wealth, Health & Happiness: Housing Market Insight with Matt Lieberman
In this episode of Wealth, Health and Happiness, we interview Matt Lieberman. Matt is the V.P. of Residential Lending at Apex Home Loans with the goal of helping first-time homebuyers build their future wealth. In this episode, we talk about the housing market and mortgage rates, and share some helpful advice for first-time home buyers.
Stronger-Than-Expected Data Results in Shift of Momentum
Stronger-Than-Expected Data Results in Shift of Momentum. Learn more in our weekly market commentary.
How to Switch Banks: A 9 Step Plan to Firing Your Bank
How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don’t like your current bank, learn how to make the switch. It’s not as difficult as you think!
You, Yes You – You Freaking Made It!
Guess what – You freaking made it! You hung in there and made it to the end of a rough year, celebrate!
Retirement Planning – Should You Hire A Retirement Advisor? Pros & Cons Explained
Retirement Planning – Should You Hire A Retirement Advisor? Pros & Cons Explained
Tax Refund Schedule for 2023
Tax Refund Schedule for 2023 – when might you expect your tax refund this year?
What Is Tax Liability?
What Is Tax Liability? It’s the sum of taxes that you must pay as an individual to the government.
A Hawkish Fed and Shopping Slowdown Send Stocks Lower
A Hawkish Fed and Shopping Slowdown Send Stocks Lower – learm more in our weekly market update.
What I Learned in 2022 (Annual Edition)
What I learned in 2022 – lessons from a financial planner about finances and life!
10 Types of Investments and How They Work
10 Types of Investments and How They Work – Learn about the different types of investments and how to use them.
Wealth, Health & Happiness: Housing Market Insight with Matt Lieberman
In this episode of Wealth, Health and Happiness, we interview Matt Lieberman. Matt is the V.P. of Residential Lending at Apex Home Loans with the goal of helping first-time homebuyers build their future wealth. In this episode, we talk about the housing market and mortgage rates, and share some helpful advice for first-time home buyers.
Stronger-Than-Expected Data Results in Shift of Momentum
Stronger-Than-Expected Data Results in Shift of Momentum. Learn more in our weekly market commentary.