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Financial Documents and How Long to Keep Them

July 5, 2021

How Long to Keep Financial Documents: Some Guidelines

Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as

Category iconPersonal Finance Tag iconVideo

Laptop and Phone With Emails Coming From All Over The World

July 2, 2021

Apprise’s Five Favorite Reads for the Week of April 18, 2021

This week it almost feels like the return of winter. But it’s hard to feel too down about the cold temperatures. On Monday, my wife and I got our

Category iconFavorite Reads,  Personal Finance Tag iconVideo

1040 Tax Form To Prepare For Tax Season

July 2, 2021

Apprise’s Five Favorite Reads for the Week of May 9, 2021

I hope you are staying safe and healthy. Many things change as we transition from our work career to retirement.  We switch from asset accumulation

Category iconFavorite Reads,  Personal Finance Tag iconVideo

Black, Grey, And Orange Puzzle Pieces To Represent Part Of The Investing Puzzle By Apprise Wealth Management

June 17, 2021

Asset Location: It Can Improve the Tax Efficiency of Your Investments

Note: This is an updated version of this blog: Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle. Some additional

Category iconInvestment Management Tag iconVideo

A Retired Cople Sitting On A Park Bench Enjoying Retirement

June 10, 2021

Apprise’s Five Favorite Reads for the Week of June 6, 2021

Summer is fast approaching. Based on recent temperatures, it feels like it already started. The beginning of summer coincides with the end of the

Category iconFavorite Reads,  Personal Finance Tag iconVideo

A Retired Couple Walking In Front Of A House On A Global Background

June 9, 2021

How Do You Decide Where to Live When You Retire?

Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine if

Category iconFinancial Planning Tag iconVideo

Health Savings Account: A Triple-Tax-Free Retirement Benefit

June 4, 2021

Health Savings Accounts: A Triple-Tax-Free Retirement Benefit

Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. The IRS limits for Health Savings Accounts

Category iconFinancial Planning Tag iconVideo

A Women Multitasking As She Is Working On Computer And Taking Notes

May 27, 2021

Apprise’s Five Favorite Reads for the Week of May 23, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Caring for Aging Parents: Are You Ready?” Please click this link

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A Women Sitting On A Hammock With Her Mother By The River

May 26, 2021

5 Tips: Helping Your Aging Parents Manage Their Finances

As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to

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