You will receive an email with your downloadable e-book. Make sure to whitelist this email address to receive any additional emails from Apprise Wealth Management. We hope this e-book will help you optimize your investments, retirement accounts, social security benefits, and help you plan for your financial future.
For more resources on financial topics for women, schedule a free consult to learn more about financial planning and investment management.
Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.