Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision
Should I Complete a 401k Rollover?
It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have
Experiences Matter
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their
Designating Trusted Contacts and Naming Beneficiaries
Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather
Apprise’s Five Favorite Reads for the Week of February 13, 2022
Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great
5 Facts Every Woman Should Know About Social Security
Social Security benefits often matter more to women than men. This week’s blog discusses facts every woman should know about Social Security. It also
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
Thoughts About Increased Stock Market Volatility and Higher Interest Rates
It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus
Apprise’s Five Favorite Reads for the Week of January 16, 2022
The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has