Schedule A Consult Video Transcript Philip Weiss (00:00): Thank you for joining me today for today’s webinar, Financial Planning for Women; What’s different? This is
Why invest? Do you invest to achieve goals or to beat the market? Let’s look at some different scenarios and examine why we should invest.
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed both good and bad financial role models.
Thoughts on the Recent Market Performance and Berkshire Hathaway Shareholder Meeting plus Articles discussing: the Current Market, Improving Your Life, Roth IRAs for Kids, Covid’s Effect on Time, and Taxes.
The motherhood penalty can hurt a woman’s career. A look at its impact and some steps you can take to counteract its effects.
Thoughts on choosing the best college for your child. Plus, articles discussing: Social Security, Success, the Gender Wage Gap, Communication, and QCDs.
There are many factors to consider when deciding what to do with your 401(k). It’s not always an easy decision. Is a 401(k) rollover right for you?
Articles discussing: Retirement spending; Working from home; Bear markets; Using time well; and Writing a will.
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain
Articles discussing: Saving for retirement; Happiness in old age; Staying invested; Tips for using Zoom; and Preventing elder financial abuse.
Tax Day is fast approaching. Can we still lower last year’s tax bill? When it comes to taxes, I like to think we should pay no more than our fair share. Fortunately, we still have time to take a couple of steps before filing that could lower this year’s tax bill.
Articles discussing: War’s effect on the stock market, How location impacts retirement, Berkshire Hathaway’s annual letter; Happiness and success; and Retirement spending.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.
"*" indicates required fields
Alleviate stress and see where you are and what you need to do next for a comprehensive financial plan tailored for you.
