Phil Weiss, CFA®, CPA, Author at Apprise Wealth Management

November 18, 2020

11 Tips On Filing For Financial Aid to Get Your Kids Through College

Please note: This blog was updated in November 2020. The updated blog can be found here. FINANCIAL AID Over the next few months millions of parents

November 13, 2020

I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Things Tax-Savvy

November 12, 2020

Note: This is an updated version of this blog: 11 Tips on Filing for Financial Aid to Get Your Kids Through College. It includes an additional tip as

November 5, 2020

I hope you are staying safe and healthy. On Thursday, November 12th at 5:00 pm, I will host “7 Things Tax-Savvy Investors Should Consider Before

October 30, 2020

Based at least partly on the results of a recent reader survey, I am making some changes to Apprise's blog content. I know many of you enjoy “My Five

October 22, 2020

I hope you are staying safe and healthy. On Thursday, I hosted my latest “Ask Me Anything” webinar series. The primary topic: “Crazy, Low Interest

October 15, 2020

I hope you are staying safe and healthy. On Thursday, October 22nd at 12:30, I will host my next “Ask Me Anything” webinar. The primary topic:

October 9, 2020

‍ I hope you are staying safe and healthy. On Thursday, I resumed my “Ask Me Anything” webinar series. The primary topic: “Something You May Not

October 7, 2020

Managing Debt is Critical – Here’s How I Finally Managed Mine. My personal story is part of what drives me to help others manage their personal