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Favorite Reads

five favorite reads vacation

February 20, 2023

Apprise’s Five Favorite Reads for the Week of February 19, 2023

Plan a Special Vacation to Start Retirement If you're close to retirement but not really looking forward to it, it could be time to schedule

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

five favorite reads aging parents

February 6, 2023

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

The first month of 2023 has passed. It was a good month for investors. As of Friday’s close, the S&P 500 Index was up 7.7% year-to-date. Will that

Category iconFavorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

five favorite reads fomo

January 23, 2023

Apprise’s Five Favorite Reads for the Week of January 22, 2023

Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,

Category iconFavorite Reads,  Personal Finance,  Retirement Planning,  Tips and Suggestions

my three words for 2023

January 9, 2023

Apprise’s Five Favorite Reads for the Week of January 8, 2023

In the past, I have read about the “my three words” concept. I thought about adopting it but haven’t. While on the elliptical for the first time this

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

five favorite reads new years

December 26, 2022

Apprise’s Five Favorite Reads for the Week of December 25, 2022

It’s hard to believe we’ve come to the end of another year. Time passes much too quickly. And each year passes faster than the one before it – at

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Taxes,  Tips and Suggestions

five favorite reads gifts

December 12, 2022

Apprise’s Five Favorite Reads for the Week of December 11, 2022

Give Experiences Not Stuff This Holiday Season "Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually, “YES!” on

Category iconFavorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

five favorite reads achieve more

November 28, 2022

Apprise’s Five Favorite Reads for the Week of November 27, 2022

Achieve More in Life and Feel Good About the Results We often overestimate what we can accomplish in the short term and underestimate what we can

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

five favorite reads

November 14, 2022

Apprise’s Five Favorite Reads for the Week of November 13, 2022

Avoid Lifestyle Creep and Improve Your Quality of Life High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which

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

five favorite reads spending saving

October 31, 2022

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

Through Friday’s close, October has been much kinder to investors than September. While some technology companies have reported disappointing results,

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

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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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