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Financial Planning

SECURE Act 2.0

January 16, 2023

SECURE Act 2.0 – 16 Key Tax and Retirement Provisions

SECURE Act 2.0, which was signed into law by President Biden on December 29, 2022, contains many provisions that can significantly impact investors

Category iconPersonal Finance,  Retirement Planning,  Taxes

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

financial resolutions fireworks

December 19, 2022

Preparing Your Finances for 2023: Financial Resolutions for the New Year

Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New

Category iconFinancial Planning,  Retirement Planning,  Tips and Suggestions

individual bonds or bond funds

December 5, 2022

Individual Bonds or Bond Funds – The Changing World of Fixed-Income Investing

Individual bonds or bond funds, which should you choose when investing in fixed-income securities? If asked this question today, you might answer

Category iconApprise Wealth,  Financial Planning,  Investment Management

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

November 21, 2022

6 Year-End Retirement and Tax Planning Ideas + a Story

Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to

Category iconFinancial Planning,  Personal Finance,  Retirement Planning,  Taxes

park cash

November 7, 2022

5 Places to Park Cash Held for Short-Term Needs

Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another

Category iconPersonal Finance,  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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