Blog

my three words 2026
Apprise Wealth

My Three Words for 2026: Simplify, Yutori, and Flourish

Discover my three words for 2026: Simplify, Yutori, and Flourish, plus a simple checklist to help you choose your own ...

Read More
year-end reflection for women facing new beginnings
Tips and Suggestions

A Small Year-End Note Before We Step Into 2026

A gentle year-end note for women navigating divorce, widowhood, or an empty nest. Plus, three simple prompts to start 2026 ...

Read More
teach kids about money during the holidays
Estate Planning

Apprise’s Five Favorite Reads for the Week of December 21, 2025

Teach kids about money during the holidays with a simple Spend, Save, Give bucket framework. Plus, this week’s five favorite ...

Read More

Popular Posts

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

View Checklist

Beneficiary Designations

How to Flourish Through Life's Big Changes
Download Your E-Book For Women Facing New Beginnings

"*" indicates required fields

Alleviate stress and see where you are and what you need to do next for a comprehensive financial plan tailored for you.