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Financial Planning

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September 26, 2022

5 Tax Planning Ideas to Consider Before Year-End

Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on

Category iconInvestment Management,  Personal Finance,  Taxes,  Tips and Suggestions

five favorite reads spam

September 19, 2022

Apprise’s Five Favorite Reads for the Week of September 18, 2022

Market Thoughts It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While

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

financial planning for female-led households

September 12, 2022

Financial Planning for Female-Led Households Q&A

Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better

Category iconAdvisory Services,  Apprise Wealth,  Financial Planning,  Financial Topics for Women

finding purpose favorite reads

September 5, 2022

Apprise’s Five Favorite Reads for the Week of September 4, 2022

Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important

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

five favorite reads run dont walk

August 29, 2022

Apprise’s Five Favorite Reads for the Week of August 28, 2022

Please enjoy this expanded edition of Apprise’s five favorite reads. The writeups are a little longer than normal. Recently, I have discussed

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

Preparing to Send Kids to College and Five Favorite Reads

August 15, 2022

Apprise’s Five Favorite Reads for the Week of August 14, 2022

Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,

Category iconCollege Planning,  Favorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

question mark inherited IRA

August 8, 2022

11 Things to Consider if You Have an Inherited IRA

Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided

Category iconEstate Planning,  Financial Planning,  Personal Finance,  Retirement Planning,  Tips and Suggestions

529 account and five favorite reads

August 1, 2022

Apprise’s Five Favorite Reads for the Week of July 31, 2022

For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many

Category iconCollege Planning,  Favorite Reads,  Retirement Planning

Income in Retirement

July 25, 2022

How Is Income in Retirement Taxed?

When we stop working, we continue to pay taxes on our income in retirement. How much and what type of tax we pay varies depending on which account the

Category iconPersonal Finance,  Retirement 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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