Apprise Wealth Management

Taxes

Tuesday Tips – Roth Conversion Strategies and Tax Planning 2025

This week’s Tuesday Tip addresses how Roth conversion strategies can be helpful in your tax planning for 2025. Please watch the video to learn more.

June 10, 2024

Taxes

Tax Planning 2025 – Essential Strategies

Discover key tax planning tips for 2025 to help women facing new beginnings navigate financial changes. Stay informed and prepared!

June 3, 2024

Favorite Reads

Apprise’s Five Favorite Reads for the Week of May 26, 2024

Our five favorite reads from the last five weeks. Plus, an introduction on Family Summer Planning as Part of Your Life Plan!

May 27, 2024

Personal Finance

Morgan Housel – The Psychology of Money

When asked to recommend a book about investing, Megan and I have the same answer: Morgan Housel’s The Psychology of Money.

May 20, 2024

Investment Management

Reflections on A Journey to Omaha

A review and some memorable quotes from this year’s journey to Omaha and the Berkshire Hathaway shareholders meeting.

May 13, 2024

Life Planning

Life Planning: Why Life Planning is Financial Planning Done Right

This week’s video addresses why life planning is so important to financial planning. Please watch the video to learn more.

May 6, 2024

Financial Planning

Life Planning: Aligning Your Spending With Your Values

Money matters. It plays a meaningful role in our lives. It allows us to experience many things. But money isn’t everything. Instead of asking how much money you need, try asking yourself different questions.

April 30, 2024

Retirement Planning

Discovering Fulfillment: Find Purpose and Meaning in Retirement

How can you find purpose and meaning in retirement? Here are some ideas to find fulfillment.

April 29, 2024

Favorite Reads

Apprise’s Five Favorite Reads for the Week of April 21, 2024

Our five favorite reads from the past three weeks. Plus an intro on renting vs. owning in retirement!

April 22, 2024

Financial Planning

Tuesday Tips – Aligning Your Use of Money With What Matters Most to You – TEAM

This week’s Tuesday Tip addresses how you can use the acronym TEAM to align your money with what matters most to you.

April 15, 2024

Retirement Planning

Will You Spend Less in Retirement?

Do you think you will spend less in retirement? Many expect to. This week, we’ll review some of the expenses that can change in retirement.

April 8, 2024

Estate Planning

Apprise’s Five Favorite Reads for the Week of March 31, 2024

Our five favorite reads (and a bonus) from the past three weeks. Plus: How to Spend for Greater Fulfillment!

April 1, 2024

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