Apprise Wealth Management

Taxes

You Can Lower Your Tax Bill – Tax Planning Tips to Consider

In the grand scheme of things, how important is it to lower your tax bill? Here’s why your tax bill is so important and what you can do to lower it.

November 13, 2023

Favorite Reads

Apprise’s Five Favorite Reads for the Week of November 5, 2023

Our five favorite reads from the past three weeks. Plus an intro on Setting Fitness Goals in Retirement!

November 6, 2023

Markets

Tuesday Tips: The Cycle of Market Emotions

This week’s Tuesday Tip addresses how market cycles can affect us emotionally and how this can make us bad investors.

October 31, 2023

Personal Finance

Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving

When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive from such gifts?

October 23, 2023

Financial Planning

Podcast Appearances and Interviews

I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.

October 19, 2023

Favorite Reads

Apprise’s Five Favorite Reads for the Week of October 15, 2023

Our five favorite reads from the past three weeks. Plus: Thinking Positively to Improve Your Health and Your Life Plan!

October 16, 2023

Personal Finance

Tuesday Tips: How Much Do You Need?

This week’s Tuesday Tip addresses the question, “How much do you need?” and its connection to your investments. Watch the video to learn more.

October 9, 2023

Financial Planning

How You Can Optimize Your Retirement Savings

You may be asking yourself, “What does it mean to optimize your retirement savings?” In short, the idea refers to minimizing the lifetime taxes paid when first contributing and then withdrawing contributions to your retirement accounts.

October 2, 2023

Favorite Reads

Apprise’s Five Favorite Reads for the Week of September 24, 2023

Our five favorite reads from the past three weeks. Plus: an overview of Advance Medical Directives.

September 24, 2023

Personal Finance

Tuesday Tips: Unlocking Financial Wonder and Awe: Your Path to Prosperity

“Wonder and Awe” was the subject of a presentation I heard at a conference I recently attended, inspiring this video.

September 18, 2023

Financial Topics for Women

Retirement Reimagined: Navigating New Beginnings Without Relocation

It’s important to note that a one-size-fits-all answer to the relocation question does not exist. Each woman’s situation is unique. Here are some factors you should consider.

September 11, 2023

Favorite Reads

Apprise’s Five Favorite Reads for the Week of September 3, 2023

Our five favorite reads from the past three weeks. Plus: Why getting a younger mentor could be good for you.

September 4, 2023

Search All Blogs

You Can Lower Your Tax Bill – Tax Planning Tips to Consider

Apprise’s Five Favorite Reads for the Week of November 5, 2023

Tuesday Tips: The Cycle of Market Emotions

Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving

Podcast Appearances and Interviews

Apprise’s Five Favorite Reads for the Week of October 15, 2023

Tuesday Tips: How Much Do You Need?

How You Can Optimize Your Retirement Savings

Apprise’s Five Favorite Reads for the Week of September 24, 2023

Tuesday Tips: Unlocking Financial Wonder and Awe: Your Path to Prosperity

Retirement Reimagined: Navigating New Beginnings Without Relocation

Apprise’s Five Favorite Reads for the Week of September 3, 2023

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