Navigating widowhood is not easy. A common piece of advice given to new widows is, “Don’t make any decisions for a year.” If you’re a widow, you’ve
Apprise’s Five Favorite Reads for the Week of January 28, 2024
Develop Healthy Hobbies as a Family The most effective habits are often ones we start at a young age which include some level of accountability.
Tuesday Tips: 2024 Important Numbers
This week’s Tuesday Tip addresses the topic of lowering your lifetime tax bill. Knowing some of the important tax planning numbers for the year 2024
Wealth Unlocked: Navigating the Benefits of Backdoor Roth IRAs
Do you know about the benefits of Backdoor Roth IRAs? Do you even know what a Backdoor Roth IRA is? Having heard the term, women facing new
Apprise’s Five Favorite Reads for the Week of January 7, 2024
We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
My Three Words – 2024 Version
Last January, I introduced the “My Three Words” concept and shared my three words for 2023. The My Three Words concept is simple. You choose three
Apprise’s Five Favorite Reads – Happy Holidays Version
It’s hard to believe another year is coming to a close. As always, the year has passed much too quickly. I wish you and your families, friends, and
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren. Please watch the video