In this week's Tuesday Tip video, discover how elections influence the stock market and why focusing on long-term financial goals matters more than
About Phil Weiss, CFA®, CPA
Apprise’s Five Favorite Reads for the Week of November 3, 2024
Raising Resilient Heirs Raising resilient heirs can help your wealth survive future generations. Doing so can help you provide a leg up in the world
Tuesday Tips – The Retirement Paycheck – Paying Ourselves in Retirement
In this week's Tuesday Tip video, learn how a "retirement paycheck" ensures steady income in retirement with strategies like guardrails, empowering
A Man Is Not a Plan – Financial Empowerment for Women Facing New Beginnings
Generations of women have been conditioned to see marriage or partnership as a financial safety net. But in today’s world, where divorce rates are
Apprise’s Five Favorite Reads for the Week of October 13, 2024
What Is Your Keystone Habit for a Better Return on Life? Good habits can make our everyday experiences more positive and progress toward long-term
Tuesday Tips: Invest in Your Future Self: How Small Steps Today Lead to Retirement Success
In this week's Tuesday Tip video, learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial
Bucket List Planning – Align Your Health With Your Goals
Have you ever thought about bucket list planning? We all have bucket list goals we imagine pursuing someday. They could include traveling the world,
Apprise’s Five Favorite Reads for the Week of September 22, 2024
Building Feedback Loops for Return on Life Are you tracking your Return on Life (ROL) as closely as your steps or social media likes? When it
Tuesday Tips: Tuning Out Financial News
In this week's Tuesday Tip video, I discussed something we all encounter – financial noise and tuning out financial news. With the constant flow of