This week’s Tuesday Tip addresses how aligning your use of money with what matters most to you can become more meaningful through the use of the
About Phil Weiss, CFA®, CPA
Will You Spend Less in Retirement?
Do you think you will spend less in retirement? Many expect to. But expectations can differ from reality. This week, we’ll review some of the expenses
Apprise’s Five Favorite Reads for the Week of March 31, 2024
How to Spend for Greater Fulfillment Financial planning is about more than saving and investing for tomorrow. For many, the biggest long-term goal
Tuesday Tips: Flourishing Through Life’s Big Changes: Plan for Longevity – Step 3
This week’s Tuesday Tip addresses how our free E-Book can help you flourish through life's big changes. Please watch the video below to learn more. If
Healthcare Coverage Before Medicare: Financial Strategies for Those Not Yet Eligible
How can you go about securing healthcare coverage before Medicare? This question represents one of the biggest obstacles faced by those who want to
Apprise’s Five Favorite Reads for the Week of March 10, 2024
Teach Kids About Investing If you have children, providing for their education is an important part of your financial plan. But, for the most part,
Tuesday Tips: Flourishing Through Life’s Big Changes: Build a Solid Financial Foundation – Step 2
This week’s Tuesday Tip addresses how our free E-Book can help you flourish through life's big changes. Please watch the video below to learn more. If
Navigating Homeownership Alone: Can You Afford Your House Without Your Spouse?
Can you afford your house without your spouse? Whether due to a separation, divorce, widowhood, or other life events, many women facing new beginnings
Apprise’s Five Favorite Reads for the Week of February 18, 2024
Beating the Winter Blues Many people don’t like winter. In most places, winter is cold. While the day with the least amount of daylight each year