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Phil Weiss, Founder of Apprise Wealth Management
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Confessions of a Financial Advisor

Managing your finances can be challenging even for financial advisors. But difficulties can be overcome, too. My personal story is part of what drives me to help others manage their personal finances.

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Beneficiary Designation Checklist

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.

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Beneficiary Designations