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Tips and Suggestions

march madness five favorite reads

March 27, 2023

Apprise’s Five Favorite Reads for the Week of March 26, 2023

What March Madness Can Teach Us About Your Financial Plan The opening of this week’s blog was originally meant to coincide with the start of March

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

five favorite reads vacation

February 20, 2023

Apprise’s Five Favorite Reads for the Week of February 19, 2023

Plan a Special Vacation to Start Retirement If you're close to retirement but not really looking forward to it, it could be time to schedule

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

five favorite reads aging parents

February 6, 2023

Apprise’s Five Favorite Reads for the Week of February 5, 2023

The first month of 2023 has passed. It was a good month for investors. As of Friday’s close, the S&P 500 Index was up 7.7% year-to-date. Will that

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

five favorite reads fomo

January 23, 2023

Apprise’s Five Favorite Reads for the Week of January 22, 2023

Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,

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

my three words for 2023

January 9, 2023

Apprise’s Five Favorite Reads for the Week of January 8, 2023

In the past, I have read about the “my three words” concept. I thought about adopting it but haven’t. While on the elliptical for the first time this

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

market forecast crystal ball

January 2, 2023

Look Elsewhere for Market Forecasts

I don’t make market forecasts. Why? The odds strongly favor that they will be wrong. We don’t have complete information because unpredictable – and

Category iconMarkets,  Tips and Suggestions

five favorite reads new years

December 26, 2022

Apprise’s Five Favorite Reads for the Week of December 25, 2022

It’s hard to believe we’ve come to the end of another year. Time passes much too quickly. And each year passes faster than the one before it – at

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Taxes,  Tips and Suggestions

financial resolutions fireworks

December 19, 2022

Preparing Your Finances for 2023: Financial Resolutions for the New Year

Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New

Category iconFinancial Planning,  Retirement Planning,  Tips and Suggestions

five favorite reads gifts

December 12, 2022

Apprise’s Five Favorite Reads for the Week of December 11, 2022

Give Experiences Not Stuff This Holiday Season "Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually, “YES!” on

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

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