I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your
Financial Topics For Women
What female-led households need to know about planning for their financial future This free e-book will help you understand how to optimize your
7 Things to Consider Before Tax Day Arrives
Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last
Designating Trusted Contacts and Naming Beneficiaries
Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather
Apprise’s Five Favorite Reads for the Week of January 30, 2022
How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s
Thoughts About Increased Stock Market Volatility and Higher Interest Rates
It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus
2021: Market Review and Thoughts on Market Volatility
This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The
Apprise’s Five Favorite Reads for the Week of November 28, 2021
I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday
7 Year-End Tax and Financial Planning Tips
It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some