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Income in Retirement

July 25, 2022

How Is Income in Retirement Taxed?

When we stop working, we continue to pay taxes on our income in retirement. How much and what type of tax we pay varies depending on which account the

Category iconPersonal Finance,  Retirement Planning,  Taxes

How Pets can Keep You Healthy and Five Favorite Reads

May 22, 2022

Apprise’s Five Favorite Reads for the Week of May 22, 2022

Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has

Category iconEstate Planning,  Favorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

Berkshire Shareholder Meeting and Five Favorite Reads

May 3, 2022

Apprise’s Five Favorite Reads for the Week of May 1, 2022

Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed

Category iconFavorite Reads,  Markets,  Taxes,  Tips and Suggestions

Last Year's Tax Preparation and What to Consider

March 14, 2022

7 Things to Consider Before Tax Day Arrives

Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last

Category iconTaxes,  Tips and Suggestions Tag iconImportant Tips,  Taxes

Alphabet Blocks With Words Manage Your Assets and Five Favorite Reads for the Week of January 30, 2022

February 3, 2022

Apprise’s Five Favorite Reads for the Week of January 30, 2022

How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s

Category iconFavorite Reads,  Financial Planning,  Investment Management,  Taxes,  Tips and Suggestions

Alphabet Blocks With Words Roth IRA On White Background

January 14, 2022

How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs

Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I

Category iconFinancial Planning,  Financial Topics for Women,  Retirement Planning,  Taxes

A Girl Putting Coin Into Bank To Save For College and Five Favorite Reads for the Week of November 28

December 3, 2021

Apprise’s Five Favorite Reads for the Week of November 28, 2021

I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday

Category iconFavorite Reads,  Financial Planning,  Popular,  Taxes,  Uncategorized

Phil Weiss on Essential Financial Advisor Marketing Podcast

November 30, 2021

Podcast: Special Appearance [Essential Financial Advisor Marketing]

I was recently interviewed on the Essential Financial Advisor Marketing podcast by Jim Eckel, President of financialadvisors.com, and Ken Tucker,

Category iconAdvisory Services

Tax Return Forma And Notebook For Tax Planning

November 18, 2021

7 Year-End Tax and Financial Planning Tips

It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some

Category iconFinancial Planning,  Retirement Planning,  Taxes

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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.

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