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Favorite Reads

Family Walking a Trail and How to Manage Finances as a Family

October 1, 2020

Apprise’s Five Favorite Reads for the Week of September 27, 2020

I hope you are staying safe and healthy. Apprise’s“ Ask Me Anything” webinars will re-start on Thursday, October 8th at 5 pm. The next webinar will

Category iconFavorite Reads,  Personal Finance

iPhone Charging and Example of Charging Habits Eroding Battery's Life

September 25, 2020

Apprise’s Five Favorite Reads for the Week of September 13, 2020

I hope everyone is staying safe and healthy. Proper estate planning can make life easier for your survivors. The steps you take now can reduce

Category iconFavorite Reads,  Personal Finance

To Do List Work Block and How to Properly Plan for Retirement

September 24, 2020

Apprise’s Five Favorite Reads for the Week of September 20, 2020

I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%

Category iconFavorite Reads,  Personal Finance

Online Instruction Through Laptop

September 11, 2020

Apprise’s Five Favorite Reads for the Week of September 6, 2020

I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's

Category iconFavorite Reads,  Personal Finance

Bear and Bull Market Stock Exchange

August 28, 2020

Apprise’s Five Favorite Reads for the Week of August 23, 2020

I hope everyone is staying safe and healthy. Last week my family and I took a welcome break. We spent the week visiting with other family members.

Category iconFavorite Reads,  Personal Finance

Income Tax and How to Lower Your Tax Bill

August 26, 2020

Apprise’s Five Favorite Reads for the Week of August 2, 2020

SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT

Category iconFavorite Reads,  Personal Finance

Income Tax and Current Tax Files

August 26, 2020

Apprise’s Five Favorite Reads for the Week of August 9, 2020

I hope everyone is staying safe and healthy. Many retirees expect their taxes to decline in retirement. Unfortunately, that belief often turns out

Category iconFavorite Reads,  Personal Finance

Example of Virus Spreading Across the World

August 4, 2020

Apprise’s Five Favorite Reads for the Week of July 26, 2020

I hope everyone is staying safe and healthy. On July 22nd, I hosted my second “Ask Me Anything” session. In it, I addressed the question, “Do You

Category iconFavorite Reads,  Personal Finance

Example of Different Types of Face Masks

July 24, 2020

Apprise’s Five Favorite Reads for the Week of July 19, 2020

I hope everyone is staying safe and healthy. Since we don’t want to face our mortality, we can find it easy to put off completing our estate plan.

Category iconFavorite Reads,  Personal Finance

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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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