I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Where Will Your
Apprise’s Five Favorite Reads for the Week of November 29, 2020
I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money
Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”
For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this
A Look Back, A Look Ahead and Some Shared Highlights
The past year has been one for the history books. The holiday season marks a good time to reflect on the past and think about the future. I am
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when
Apprise’s Five Favorite Reads for the Week of September 20, 2020
I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%
Apprise’s Five Favorite Reads for the Week of September 6, 2020
I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's
Apprise’s Five Favorite Reads for the Week of August 2, 2020
SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT
Apprise Wealth Management’s Selected Readings for the Week of June 14, 2020
SAVE THE DATE: Starting on July 8th, I will be hosting “Ask Me Anything” sessions on the second and fourth Wednesday of each month at 12:30. Please