Stories that matter for all stages of life

We know you are busy handling all of life’s challenges. From amassing wealth to passing it down to your children, our main goal is to make this as simple for you as possible. On this forum, we will share true stories and life lessons that will help you achieve the American Dream.

Apriem Generations

My Superman and His Pension Plan

April 29th, 2019|

By Josh Garland, ChFC, Financial Advisor Every little boy growing up has a hero they look up to and want to emulate, whether it is a comic book character like Superman or a real-life figure

The Three Chapters of Retirement

February 15th, 2019|

By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we

Giving Can Make You Happier, All Year Long

January 16th, 2019|

By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug. 

  • Strength Training Apriem Generations

Strength-train Your Financial Muscles by Creating Good Habits

November 1st, 2018|

By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.

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