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News

November 27, 2023

Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills

This week’s Tuesday Tip addresses big mistakes people can make with their wills. Please watch the video below to learn more. If you would like a free

Category iconEstate Planning

five favorite reads family traditions

November 20, 2023

Apprise’s Five Favorite Reads for the Week of November 19, 2023

When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the

Category iconFavorite Reads,  Personal Finance,  Retirement Planning,  Tips and Suggestions

lowering your tax bill

November 13, 2023

You Can Lower Your Tax Bill – Tax Planning Tips to Consider

How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,

Category iconTaxes,  Tips and Suggestions

five favorite reads fitness goals

November 6, 2023

Apprise’s Five Favorite Reads for the Week of November 5, 2023

Setting Fitness Goals in Retirement This week’s opening topic is near and dear to my heart. It ties directly to my life plan. I work hard to keep in

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

The Cycle of Market Emotions

October 31, 2023

Tuesday Tips: The Cycle of Market Emotions

This week’s Tuesday Tip addresses the Cycle of Market Emotions and how the market's performance can affect us. It also addresses the impact this can

Category iconMarkets,  Personal Finance

tax-efficient charitable giving

October 23, 2023

Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving

When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive

Category iconPersonal Finance,  Retirement Planning,  Tips and Suggestions

Money Tree Investing Podcast

October 19, 2023

Podcast Appearances and Interviews

I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as

Category iconFinancial Planning

five favorite reads positive thinking

October 16, 2023

Apprise’s Five Favorite Reads for the Week of October 15, 2023

Thinking Positively to Improve Your Health and Your Life Plan There's real power in learning to embrace positive thinking. A growing body of research

Category iconFavorite Reads,  Retirement Planning,  Tips and Suggestions

How Much Do You Need?

October 9, 2023

Tuesday Tips: How Much Do You Need?

This week’s Tuesday Tip addresses the question, "How much do you need?" and its connection to your investments. Please watch the video below to learn

Category iconPersonal Finance,  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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