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Retirement Planning

Five Favorite Reads and Do You Have Compatible Spending Habits with Your Spouse

June 6, 2022

Apprise’s Five Favorite Reads for the Week of June 5, 2022

Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”

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

Five Favorite Reads of the Week and What do You Want People to Say About Your Life

May 30, 2022

Apprise’s Five (Four) Favorite Reads for the Week of May 29, 2022

The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning

How Pets can Keep You Healthy and Five Favorite Reads

May 22, 2022

Apprise’s Five Favorite Reads for the Week of May 22, 2022

Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has

Category iconEstate Planning,  Favorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

A Mother Walking Child and the Effect of 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

College Classroom and How to Choose the Best College + Five Favorite Reads

April 18, 2022

Apprise’s Five Favorite Reads for the Week of April 17, 2022

Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision

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

Money Rolls and If You Should Complete a 401k Rollover

April 11, 2022

Should I Complete a 401k Rollover?

It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have

Category iconFeatured,  Financial Planning,  Retirement Planning,  Tips and Suggestions

Grandmother Goes Shopping with Her Granddaughter, Preparing for Retirement, and Five Favorite Reads

April 4, 2022

Apprise’s Five Favorite reads for the Week of March 28, 2022

If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very

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

The Difference Between Early Savers and Late Savers

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

Retired Women Sitting Outside With a Coconut and Return on Life

March 3, 2022

Apprise’s Five Favorite Reads for the Week of February 27, 2022

The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions Tag iconImportant Tips,  Market Analysis,  Video

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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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