Can you afford your house without your spouse? Whether due to a separation, divorce, widowhood, or other life events, many women facing new beginnings
Tuesday Tips: 2024 Important Numbers
This week’s Tuesday Tip addresses the topic of lowering your lifetime tax bill. Knowing some of the important tax planning numbers for the year 2024
Apprise’s Five Favorite Reads for the Week of January 7, 2024
We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
Tuesday Tips: The Cycle of Market Emotions
This week’s Tuesday Tip addresses the Cycle of Market Emotions and how the market's performance can affect us. It also addresses the impact this can
Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving
When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive
Tuesday Tips: How Much Do You Need?
This week’s Tuesday Tip addresses the question, "How much do you need?" and its connection to your investments. Please watch the video below to learn
Apprise’s Five Favorite Reads for the Week of September 24, 2023
Advance Medical Directives – An Overview Advance Medical Directives play an important role in your financial and estate plan. They allow you to