Investment Management Archives - Apprise Wealth Management

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Financial Topics for Women

Social Security Survivor Benefits: What Widows Need to Know

Social Security survivor benefits follow different rules than retirement benefits. Learn what widows should review before filing.

April 27, 2026

Financial Topics for Women

Social Security After Divorce: What Women Need to Know Before They Claim

Social Security after divorce is more complicated than many women realize. Learn what to review before you claim.

April 20, 2026

Uncategorized

Three Things Worth Your Attention | April 16, 2026

Three thoughtful reads on retirement spending, estate planning, and family money conversations, plus why each one matters.

April 15, 2026

Retirement Planning

When to Claim Social Security: How to Think About 62, FRA, and 70

When to claim Social Security is about more than age alone. Learn what to consider before choosing 62, FRA, or 70.

April 13, 2026

Three Things Worth Your Attention

Three Things Worth Your Attention | April 7, 2026

Three articles worth your attention this week, with brief reflections on life, money, decision-making, and what comes next.

April 8, 2026

Financial Planning

Social Security for Women: The Basics to Know Before You Claim

Social Security for women involves more than claiming age. Learn the basics of retirement, spousal, and survivor benefits before you claim.

April 6, 2026

Retirement Planning

Should You Consider a Roth Conversion Before Retirement?

A Roth conversion before retirement may improve flexibility later. Learn how widowhood, RMDs, IRMAA, ACA costs, and heirs can shape the decision.

March 30, 2026

Markets

How Oil Prices Affect the Economy, and What Investors Should Do About It

Oil shocks can affect inflation, growth, and investor sentiment. Learn how oil prices affect the economy, and why long-term discipline still matters.

March 23, 2026

Markets

This Too Shall Pass Again: A Long-Term Perspective on Market Volatility

Market volatility can feel unsettling, but short-term market moves rarely change a sound long-term plan. Here is how to keep perspective and respond thoughtfully.

March 16, 2026

Estate Planning

How to Write a Legacy Letter: A Simple Starting Guide

A legacy letter is not a legal document. It is a way to pass on values, stories, and meaning. Here is a guide describing how to write a legacy letter.

March 9, 2026

Estate Planning

Family Love Letter vs. Legacy Letter: What’s the Difference and Where Should You Start?

Learn the difference between family love letter vs. legacy letter, and choose a simple first step that complements your estate plan.

March 2, 2026

Estate Planning

Estate Planning Documents Besides a Will: What Protects Your Family in Real Life

Estate planning isn’t just a will. Learn the estate planning documents besides a will that protect your family during life. We include a one-page implementation checklist.

February 23, 2026

Search All Blogs

Social Security Survivor Benefits: What Widows Need to Know

Social Security After Divorce: What Women Need to Know Before They Claim

Three Things Worth Your Attention | April 16, 2026

When to Claim Social Security: How to Think About 62, FRA, and 70

Three Things Worth Your Attention | April 7, 2026

Social Security for Women: The Basics to Know Before You Claim

Should You Consider a Roth Conversion Before Retirement?

How Oil Prices Affect the Economy, and What Investors Should Do About It

This Too Shall Pass Again: A Long-Term Perspective on Market Volatility

How to Write a Legacy Letter: A Simple Starting Guide

Family Love Letter vs. Legacy Letter: What’s the Difference and Where Should You Start?

Estate Planning Documents Besides a Will: What Protects Your Family in Real Life

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