At Apprise Wealth Management, we want to help people make better decisions about money. We also read constantly and like sharing some of our favorite
7 Questions Investors Should Ask Their Advisors
As published on Paladin Registry As we approach April 15, it is quite possible taxes are on investors’ minds. If you are working with a fee-only
Taxes: The Importance of Planning + 8 Last Minute Tax Tips
Do you only think about income taxes when gathering the information to prepare your returns? If you want to lower your tax bill, think about taxes
Apprise’s Five Favorite Reads for the Week of June 25, 2023
Hobbies That Improve Health and Happiness Retirement comes with some perks. For many, the list of perks starts with freedom – the freedom to devote
Podcast: Special Appearance [Stocks for Beginners]
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed both good and bad financial role
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 and some
How Long Should You Keep Financial Documents?
Please note: This blog was updated in July 2021. The updated blog can be found here. Are you overwhelmed by the volume of financial documents you
Income Taxes: 6 Ways to Benefit From Thinking Ahead
This blog has been updated and slightly modified from a version originally published on Zoe Financial. Procrastination is a woe many of us strive
Tax Planning Tips for Year-End and the New Year
Year end is fast approaching. While, we typically pay even more attention to taxes as December 31st approaches, effective tax planning can be done on