Losing a spouse is one of life's most profound and challenging transitions. Beyond the emotional toll, financial planning after losing a spouse
About Phil Weiss, CFA®, CPA
Apprise’s Five Favorite Reads for the Week of December 15th, 2024
Navigating Life's Detours in Retirement Planning a long and complicated journey always starts with a map, but maps don't account for unexpected
Tuesday Tips: How Much Is Enough During the Holiday Season?
In this week's Tuesday Tip video, consider how much is enough this holiday season. Simplify, find meaning, and create space for joy during your new
A Roth Conversion Can Provide Benefits More Often Than You Think
Whether to complete a Roth conversion this year is a frequent conversation topic with clients, especially in the fourth quarter. I recently added a
Apprise’s Five Favorite Reads for the Week of November 24th, 2024
How Are You Spending Your Time, Energy, Attention, and Money (TEAM)? At first, I thought life planning was just about aligning how you spend your
Tuesday Tips: Elections and the Stock Market
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
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