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five favorite reads summer bucket list

June 5, 2023

Apprise’s Five Favorite Reads for the Week of June 4, 2023

Write a Summer Bucket List Officially, summer starts on June 21st. But Memorial Day weekend festivities tend to kick off the season. They also remind

Category iconFavorite Reads,  Retirement Planning,  Tips and Suggestions

retirement tax bill

May 29, 2023

Tuesday Tips – Will Your Retirement Tax Bill Be TOO BIG?

In today's Tuesday Tips video, I address the question, "Will My Retirement Tax Bill Be Too Big?" I also provide an example of how long-term tax

Category iconFinancial Planning,  Retirement Planning,  Taxes

retirement tax bill

May 22, 2023

Will Your Retirement Tax Bill Be TOO BIG?

What type of retirement tax bill will you have? When you stop working, you don’t stop paying taxes. When you save money in your 401(k), 403(b), IRA,

Category iconFinancial Planning,  Retirement Planning,  Taxes

five favorite reads spouse finances

May 15, 2023

Apprise’s Five Favorite Reads for the Week of May 14, 2023

Talk to Your Spouse About Finances I’d like to offer belated Happy Mother’s Day wishes to all the incredible moms out there. I hope you had a

Category iconFavorite Reads,  Financial Planning,  Tips and Suggestions

do i have enough money

May 8, 2023

Tuesday Tips – Do I Have Enough Money?

In Apprise's first Tuesday Tips video, I address the question, "Do I Have Enough Money." But is that the right question to ask? Rather than trying to

Category iconPersonal Finance,  Tips and Suggestions

retirement ages and dates

May 1, 2023

Retire in Style: Ten Key Dates You Can’t Afford to Miss!

Americans from ages 50 to 75 face several key retirement age-related milestones. Some represent hard retirement deadlines. Missing them can result in

Category iconFinancial Planning,  Retirement Planning,  Tips and Suggestions

five favorite reads learn recipes

April 24, 2023

Apprise’s Five Favorite Reads for the Week of April 23, 2023

Learn Healthy New Recipes to Stay Young As the cook in my house for as long as I can remember, I think about food and diet all the time. While it’s

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

Health Savings Account

April 17, 2023

A Comprehensive Review of Health Savings Accounts (HSA)

When it comes to saving for retirement, it’s hard to beat the triple-tax-free retirement benefit provided by a Health Savings Account (HSA). NOTE:

Category iconFinancial Planning

five favorite reads social life

April 10, 2023

Apprise’s Five Favorite Reads for the Week of April 9, 2023

Building a Social Life after Relocating Many of us plan on – or at least consider – relocating when we retire. However, moving to a new location can

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

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At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.

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