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Search results for: how to decide where to live

I recently did a Q&A with Brian Thorp of Wealthtender as part of a series with "Financial Advisors Specializing In Female-Led Households."

financial planning for female-led households

September 12, 2022

Financial Planning for Female-Led Households Q&A

Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better

Category iconAdvisory Services,  Apprise Wealth,  Financial Planning,  Financial Topics for Women

finding purpose favorite reads

September 5, 2022

Apprise’s Five Favorite Reads for the Week of September 4, 2022

Finding Purpose in Our Everyday Lives What is your money for? When it comes to the financial planning process, that may be the most important

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

Preparing to Send Kids to College and Five Favorite Reads

August 15, 2022

Apprise’s Five Favorite Reads for the Week of August 14, 2022

Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,

Category iconCollege Planning,  Favorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

question mark inherited IRA

August 8, 2022

11 Things to Consider if You Have an Inherited IRA

Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided

Category iconEstate Planning,  Financial Planning,  Personal Finance,  Retirement Planning,  Tips and Suggestions

529 account and five favorite reads

August 1, 2022

Apprise’s Five Favorite Reads for the Week of July 31, 2022

For investors, July was easily the best month so far this year. The S&P 500 rose 9.1%, marking its best monthly gain since November 2020. Many

Category iconCollege Planning,  Favorite Reads,  Retirement Planning

Stocks for Beginners Podcast

July 18, 2022

Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report

I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip

Category iconFinancial Planning,  Investment Management,  Personal Finance

Summer Vacation Tips

July 11, 2022

7 More Tips to Help You Have a Great Summer Vacation

I wrote the main part of this blog on Friday. The topic feels a bit out of place today. I’ll use an intro to help you understand why. The vast

Category iconTips and Suggestions

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

June 27, 2022

Health Savings Accounts: A Triple-Tax-Free Retirement Benefit – 2022 Update

Note: This is an updated version of this blog: Health Savings Accounts: A Triple-Tax-Free Retirement Benefit. This blog updates IRS limits for Health

Category iconFinancial Planning Tag iconVideo

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

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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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