Advance Medical Directives – An Overview Advance Medical Directives play an important role in your financial and estate plan. They allow you to
About Phil Weiss, CFA®, CPA
Tuesday Tips: Unlocking Financial Wonder and Awe: Your Path to Prosperity
This week’s Tuesday Tip was inspired by a conference I recently attended. Please watch the video below to learn more. If you would like a free review
Retirement Reimagined: Navigating New Beginnings Without Relocation
New beginnings, such as retirement, may mark the start of a new chapter in life, a phase where you have the freedom to choose your path and make
Apprise’s Five Favorite Reads for the Week of September 3, 2023
Get a Younger Mentor In business and in life, knowledge is power, and experience is priceless. That's why many folks nearing retirement age often
Tuesday Tips: Empowering New Beginnings: Navigating Roth Conversion Strategies and Tax Impact
This week’s Tuesday Tip focuses on Roth conversion strategies. More specifically, I’ll address "Empowering New Beginnings: Navigating Roth Conversion
Embracing New Beginnings: Reasons for Women to Relocate in Retirement
New beginnings, such as retirement, may mark the start of a new chapter in life, a phase where you have the freedom to choose your path and make
Apprise’s Five Favorite Reads for the Week of August 13, 2023
Learn Healthy New Recipes to Stay Young If you truly are what you eat, then what do your meals say about your life right now? Same old, same
Tuesday Tips – Tax-Efficient Charitable Giving
In this week's Tuesday's Tips, I share five ways to make your charitable giving more tax efficient. Please watch the video below to learn more. If you
Financial Tips for Women Over 50: Securing Your Future with Confidence
Women approaching their 50s often find themselves at a crucial stage in their financial journey. With retirement on the horizon and other life changes