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Search results for: how to decide where to live

A Retired Couple Walking In Front Of A House On A Global Background + Where Should you Live when You Retire

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

life planning training

March 13, 2023

Life Planning Training: Reinforcing My Purpose

WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I

Category iconAdvisory Services,  Financial Planning

life planning part 2

March 6, 2023

Life Planning Training: Reinforcing My Purpose – Part 2

WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I

Category iconAdvisory Services,  Financial Planning

life planning training

February 27, 2023

Life Planning Training: Reinforcing My Purpose – Part 1

WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I

Category iconAdvisory Services,  Financial Planning

three kinder questions

February 13, 2023

George Kinder on the 3 Essential Life Planning Questions

After launching Apprise, I learned about the three Kinder Questions. As I read more about them, I decided to incorporate them into my financial

Category iconFeatured,  Financial Planning

five favorite reads fomo

January 23, 2023

Apprise’s Five Favorite Reads for the Week of January 22, 2023

Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,

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

financial resolutions fireworks

December 19, 2022

Preparing Your Finances for 2023: Financial Resolutions for the New Year

Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New

Category iconFinancial Planning,  Retirement Planning,  Tips and Suggestions

November 21, 2022

6 Year-End Retirement and Tax Planning Ideas + a Story

Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to

Category iconFinancial Planning,  Personal Finance,  Retirement Planning,  Taxes

Keep Looking Forward Podcast

October 10, 2022

Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back

I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast

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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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