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Wealth Made Simple Phil Weiss Podcast

November 17, 2021

Podcast: Special Appearance [Intersection of Tax and Asset Management]

I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay

Category iconAdvisory Services,  Financial Planning,  Taxes

A Chalkboard with Word Inflation and How Inflation Affects Financial Planning + Five Favorite Reads for the Week of October 1

October 21, 2021

Apprise’s Five Favorite Reads for the Week of October 17, 2021

High school seniors should be thinking more seriously about what they want to do after they graduate, especially if they plan to go to college. If you

Category iconCollege Planning,  Favorite Reads,  Financial Planning,  Markets,  Popular,  Taxes

Alphabet Block With Words Roth IRA On White Background + Benefits and Possible Changes to Roth IRA's

October 14, 2021

7 Benefits of a Roth IRA

While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter

Category iconFinancial Planning,  Personal Finance,  Taxes Tag iconRoth IRA

Neon Sign with Words Use Your Brain + Proposed Tax Legislation + Investment Commentary + Five Favorite Reads for the Week of September 19

September 23, 2021

Apprise’s Five Favorite Reads for the Week of September 19, 2021

I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he

Category iconFavorite Reads,  Markets,  Personal Finance,  Taxes

Laptop, Coffee Mug, And Pen On Top Of Financial Paperwork + Thinking Ahead on Income Taxes

December 16, 2018

Taxes: The Importance of Planning + 8 Last Minute Tax Tips

Do you only think about income taxes when gathering the information to prepare your returns? If you want to lower your tax bill, think about taxes

Category iconAdvisory Services,  Financial Planning,  Taxes

A Calculator With Pen And Chart - Tax Planning Tips for the Year-End and New Years

May 25, 2018

Tax Planning Tips for Year-End and the New Year

Year end is fast approaching.  While, we typically pay even more attention to taxes as December 31st approaches, effective tax planning can be done on

Category iconAdvisory Services,  Financial Planning,  Taxes

Financial Advisor Sitting In An Office And Typing On A Laptop + Year End Tax Planning and the New Tax Bill

May 25, 2018

Year-End Tax Planning and the New Tax Bill

  As we approach the end of 2017, it is our last chance to take actions to limit this year’s tax liability. With the passage of a major new

Category iconAdvisory Services,  Financial 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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