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Personal Finance

Financial Documents and How Long to Keep Them

July 5, 2021

How Long to Keep Financial Documents: Some Guidelines

Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as

Category iconPersonal Finance Tag iconVideo

Laptop and Phone With Emails Coming From All Over The World

July 2, 2021

Apprise’s Five Favorite Reads for the Week of April 18, 2021

This week it almost feels like the return of winter. But it’s hard to feel too down about the cold temperatures. On Monday, my wife and I got our

Category iconFavorite Reads,  Personal Finance Tag iconVideo

1040 Tax Form To Prepare For Tax Season

July 2, 2021

Apprise’s Five Favorite Reads for the Week of May 9, 2021

I hope you are staying safe and healthy. Many things change as we transition from our work career to retirement.  We switch from asset accumulation

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Financial Documents and How Long to Keep Them

July 1, 2021

How Long Should You Keep Financial Documents?

Please note: This blog was updated in July 2021. The updated blog can be found here. Are you overwhelmed by the volume of financial documents you

Category iconPersonal Finance

A Sign Pointing to Short Term and Long Term and How To Invest

June 25, 2021

Apprise’s Five Favorite Reads for the Week of June 20, 2021

Summer has arrived. With the opening of the economy, I hope more of you can get some quality time away this summer. I know my family and I are looking

Category iconFavorite Reads,  Personal Finance

A Retired Cople Sitting On A Park Bench Enjoying Retirement

June 10, 2021

Apprise’s Five Favorite Reads for the Week of June 6, 2021

Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the

Category iconFavorite Reads,  Personal Finance Tag iconVideo

A Women Multitasking As She Is Working On Computer And Taking Notes

May 27, 2021

Apprise’s Five Favorite Reads for the Week of May 23, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” Please click this link

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A Retired Couple Sitting On A Park Bench

April 29, 2021

Apprise’s Five Favorite Reads for the Week of April 25, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “5+ Potential Traps to Avoid When Planning for Social Security”

Category iconFavorite Reads,  Personal Finance Tag iconVideo

Phil Weiss, Founder of Apprise Wealth Management

April 16, 2021

Confessions of a Financial Advisor

My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to

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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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