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Financial Topics for Women

Financial Planning For Women - Differences and Strategies Explained at

May 9, 2022

Financial Planning for Women: What’s Different?

Schedule A Consult Video Transcript Philip Weiss  (00:00): Thank you for joining me today for today's webinar, Financial Planning for Women;

Category iconFinancial Topics for Women

the motherhood penalty

April 25, 2022

The Motherhood Penalty

The motherhood penalty refers to the career penalty women face after having a child. It can affect wages, the ability to get hired, workplace

Category iconFinancial Topics for Women,  Personal Finance,  Retirement Planning

March 21, 2022

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

Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion

Category iconFavorite Reads,  Financial Topics for Women,  Investment Management,  Markets,  Retirement Planning,  Tips and Suggestions

Financial Advisors On A Laptop Reviewing Social Security Benefits Agreement

February 10, 2022

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

Category iconFinancial Planning,  Financial Topics for Women,  Retirement Planning

Alphabet Blocks With Words Roth IRA On White Background

January 14, 2022

How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs

Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I

Category iconFinancial Planning,  Financial Topics for Women,  Retirement Planning,  Taxes

2021 Card With Being Replaced With 2022 To Represent New Year

December 24, 2021

2021: Market Review and Thoughts on Market Volatility

This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The

Category iconFinancial Planning,  Financial Topics for Women,  Investment Management,  Markets,  Personal Finance,  Tips and Suggestions

A Group Of Women Discussing Retirement At A Coffee Shop

October 28, 2021

9 Investment and Retirement Tips for Savvy Women

When it comes to saving for retirement, women face headwinds that men don’t. It starts with how much they earn. Women are paid about 80 cents for

Category iconFinancial Topics for Women,  Investment Management,  Retirement Planning

Mother Giving Child Money To Teach Them Personal Finance

September 30, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 2)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

Mother Giving Child Money To Teach Them Personal Finance

September 16, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 1)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

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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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