Blog

November 18, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 17, 2019

Articles discussing retirement savings, the impact of negative news, tips for open enrollment, being alone, and keeping up with our neighbors.

November 13, 2019
Planning

Income Taxes: Does It Pay to Plan?

It can be well worth your time and money to think ahead when it comes to income taxes.

November 11, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 10, 2019

Articles discussing When to Claim Social Security; Failure; 401k Plans in Retirement; Stress Reduction; Estimating Retirement Expenses.

November 4, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 3, 2019

Articles discussing digital assets, online grades, umbrella insurance, Walmart and the grocery market, and Roth Conversions.

October 28, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 27, 2019

Articles discussing saving info for your loved ones, email etiquette, 60/40 portfolios, decision-making, and reducing taxes.

October 21, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 20, 2019

Articles discussing RMD mistakes, negative interest rates, $1 million in retirement savings, job interview questions, and avoiding Medicare mistakes.

October 14, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 6, 2019

Articles discussing delaying retirement until 70, the effects of working remotely, Social Security benefits, seeing friends, and retirement savings.

October 7, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 6, 2019

Articles discussing Social Security, digital security, saving for retirement, peak wellness, and reduced trading fees.

September 29, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 29, 2019

Articles discussing taxes in retirement, life's little stresses, Medicare, Gmail tips, and retirement-planning mistakes.

September 23, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 22, 2019

Articles discussing retirement options when changing employers, Workaholics, HSAs, a Farewell Letter, and athletes and their money.

September 16, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 15, 2019

Articles discussing tips for empty nesters, decluttering your phone, reducing taxes in retirement, digital addiction, choosing a college.

September 9, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 8, 2019

Articles discussing healthcare spending, the planning fallacy, retiring at 55, fake fans, and the advantages of starting to save for retirement early.

September 2, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 1, 2019

Articles discussing healthcare costs, cleaning your digital workspace, Social Security, decision-making, and retirement accounts and debt reduction.

August 26, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of August 25, 2019

Articles discussing defining a bull or bear market, words/phrases to avoid, college savings, happiness vs. satisfaction, & digital safe deposit boxes.

August 19, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of August 18, 2019

Articles discussing important docs for your child, exercise vs money, portfolio monitoring, interstitial journaling, recessions and investing.

August 12, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of August 11, 2019

Articles discussing outcome vs. process, deleting old email accounts, costly tax mistakes, evaluating your health, and Inherited IRAs.

August 5, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of August 4, 2019

Articles discussing student loans, the value of time, Roth Conversions, weight loss and exercise, and underlying fund expenses.

July 29, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of July 28, 2019

Articles discussing starting your retirement savings, cutting calories, money talk, vacation hacks, and the Fed.

July 21, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of July 21, 2019

Articles discussing digital assets, memory, retirement savings mistakes, changing jobs, and tax-efficient portfolio withdrawals.

July 15, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of July 14, 2019

Articles discussing retirement-planning myths, advantages of being outdoors, market highs, managing email, and RMDs.

July 8, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of July 7, 2019

Articles discussing honors college, cyber security, allocating savings, habits and friends, and Social Security benefits.

July 1, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 30, 2019

Articles discussing retirement questions, inbox zero, 401k rollovers, problem solving, and behavioral biases.

June 24, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 23, 2019

Articles discussing retirement mistakes, long-term exercise benefits, college planning tips, exercise in middle-age, & retirement tips.

June 17, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 16, 2019

Articles discussing emotional retirement readiness, making better connections, benefits of a financial plan, nature's health benefits, and 529 plans.

June 10, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 9, 2019

Articles discussing saving for college and retirement, good advice, ways to avoid financial regret, staying mentally sharp, and gender equality.

June 3, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 2, 2019

Articles discussing children turning 18, note taking, estate planning, boosting productivity at work, and finding information about Social Security.

May 27, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 19, 2019

Articles discussing money-saving tips, benefits of having a doctor you like, financial tips for college students, big tech, & investor behavior.

May 23, 2019
Personal Finance

Pay Yourself First!

If you're having trouble coming up with a regular plan for savings, remember these three words, "Pay yourself first!"

May 20, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 19, 2019

This week's articles discuss college savings, cars of the future, children and money, distracted minds, and HSAs.

May 13, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 12, 2019

This week's articles discuss graduation gifts, first impressions, a retirement checklist, breaking bad habits, and financial plans.

May 6, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 5, 2019

Articles discussing 401(k) rollovers, Social Security, inbox zero, beneficiary designations, and forecasting.

April 29, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 28, 2019

Articles discussing credit monitoring tools, stopping robocalls, our brains and debt, networking tips, and stock market return distributions.

April 22, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 21, 2019

Articles discussing bad financial habits, investing & luck, changes in baseball, healthcare & retirement, and working from home more productively.

April 15, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 14, 2019

Articles discussing, Newton's third law, applying for college, timeboxing, steps to take before retiring, & eliminating filler words from our speech.

April 8, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 7, 2019

Articles discussing fiduciaries, financial aid award letters, 401(k)'s, food waste, and recessions.

April 1, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 31, 2019

Articles discussing Crazy Investment Facts, Workism, Saving for Retirement, Habit Building, and Tips on Creating a Budget.

March 25, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 24, 2019

Articles discussing patience and investing, Roth IRAs for your kids, a relatively unknown great investor, life secrets, and financial aid appeals.

March 20, 2019
Planning

Investing and Our Emotions (Some Behavioral Investing Concepts)

Emotions can hamper investment returns. A discussion of some of the behavioral biases that can hurt investment returns; some ways to combat them.

March 18, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 17, 2019

Articles discussing improving workday productivity, Social Security mistakes, having too many choices, talking about money, and the Planning Fallacy.

March 11, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 10, 2019

Articles discussing package size shrinkage, email, delaying retirement, success vs. skill, and photography tips.

March 4, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 3, 2019

Articles discussing how to make more lasting change, making amazing things happen, better to-do lists, retirement budgets, and personal wish lists.

February 25, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 24, 2019

Articles discussing Warren Buffet's annual letter, credit card fees, investing time horizons, the importance of taking breaks, & ways to prolong life.

February 20, 2019
Markets

Can We Still Invest for the Long-Term?

Is long-term investing dead? Can the short-term time horizons of some investors provide others with opportunity?

February 18, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 17, 2019

Articles discussing advanced care planning, monopolies, business lessons, time management, and Issues independent contractors face.

February 11, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 10, 2019

Articles discussing phased retirement, rebalancing retirement accounts, decluttering, comparing ourselves to others, the current economic environment.

February 4, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 3, 2019

Articles discussing financial aid award appeals, your personal introduction, political vs. economic reality, diversification, good financial habits.

January 28, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of January 27, 2018

Articles discussing declining college tuition?, intuition, football and insurance, the definition of a bear market and robots and psychiatric care.

January 21, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of January 20, 2019

Highlighted articles discuss Jack Bogle, time budgeting, a different definition of stupidity, Social Security claiming strategies, & retail markets.

January 20, 2019
Markets

Market Volatility Has Increased -- What Now?

While markets have recovered some of their fourth-quarter losses, market volatility has increased. What should investors do in these conditions?

January 14, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of January 13, 2019

The highlighted articles discuss dabbling in the markets, habit-stacking, suggestions to reduce food waste, tracking by apps, and lunch with Buffett.

January 7, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of January 6, 2019

Highlighted articles discuss technology's current state, cognitive biases, 529 plan fees, kids and money, & steps to take when retirement is near.

January 3, 2019
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of December 30, 2018

The highlighted articles discuss lollapalooza effects, living beyond our means, the spacing effect, the perils of forecasting, & long-term investing.

December 18, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of December 16, 2018

The highlighted articles discuss millennials and the economy, the folly of forecasting, and ways to improve productivity as well as a success pyramid.

December 14, 2018
Planning

Taxes: The Importance of Planning + 8 Last Minute Tax Tips

8 Tax Tips that can still be implemented in 2018. Reducing your tax bill involves a focus on tax planning rather than simply preparing your return.

December 10, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of December 9, 2018

The highlighted articles discuss investing mistakes, tips about kids and money, benefits of writing, numerous parking spaces, & tax diversification.

December 3, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of December 2, 2018

This week's curated content to help you make better decisions about money and share insights on other topics of interest.

November 27, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 26, 2018

This week's curated content to help you make better decisions about money and share insights on other topics of interest.

November 20, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 19, 2018

This week's curated content to help you make better decisions about money and share insights on other topics of interest.

November 13, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 12, 2018

This week's curated content to help you make better decisions about money and share insights on other topics of interest.

November 5, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of November 5, 2018

This week's curated content to help you make better decisions about money and share insights on other topics of interest.

October 30, 2018
Personal Finance

Apprise Wealth Management’s Selected Readings (and a Video) for the Week of October 29, 2018

This week's curated content (plus a video) to help you make better decisions about money and share insights on other interesting topics.

October 23, 2018
Personal Finance

Apprise Wealth Management’s Selected Readings for the Week of October 22, 2018

Curated Content for October's last full week to help you make better money-related decisions and share insights into today's world.

October 16, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 15, 2018

This week's curated content to help you make better decisions about money and share insights on what is happening in the world around us.

October 14, 2018
Markets

A Tough Week for Investors

The week of October 8th was the market's most volatile since February. Putting such declines in perspective can be helpful.

October 9, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of October 8, 2018

Curated content to help you make better decisions about money and share insights on what is happening in the world around us.

October 2, 2018
Personal Finance

Apprise Wealth Management’s Selected Readings for the Week of October 1, 2018

Curated content to help you make better decisions about money and share insights on what is happening in the world around you.

September 25, 2018
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of September 24, 2018

Curated content to help you make better decisions about money or better understand what is happening in the world around you.

September 14, 2018
Planning

Work with a Fiduciary Adviser – It Matters

Is your financial advisor required to act in your best interest? Find out what it means to be a fiduciary and if your financial advisor is one.

June 21, 2018
Planning

Applying for Financial Aid? Some Tips & Suggestions

College is expensive. Asset ownership and how much income is earned matter. Knowing how to report 529 assets on a CSS Profile is also important.

June 15, 2018
Planning

Saving for College: Surveying Some Options

Are you saving for a child's college education? What types of accounts can you use? What difference does it make? Are some options better than others?

May 16, 2018
Personal Finance

Fee Transparency: You May Be Paying More Than You Think!

Fees matter. They can destroy investment returns. Paying higher fees does not necessarily translate into better returns. Know your options!

April 12, 2018
Planning

7 Questions Investors Should Ask Their Advisors

Taxes play an important role in our finances. Here are 7 questions you can ask a financial professional related to your investments or financial plan.

March 20, 2018
Personal Finance

How Long Should You Keep Financial Documents?

Are you overwhelmed by the amount of financial documents you receive. Would you like some guidance in how long to keep such documents?

February 24, 2018
Planning

Health Savings Accounts: An Often-Overlooked Tax Benefit

Do you contribute to an HSA? Are you aware of the potential benefits it provides? HSAs can help you plan for healthcare expenses in retirement.

February 12, 2018
Personal Finance

VOLATILITY: Finding YOUR “Why” During Uncertainty

What motivates someone to work in a certain profession? Role models (both positive and negative) can play an important part.

February 6, 2018
Markets

What’s up (or Down) with the Stock Market? Why Is It Tumbling?

It's been a tough few days for investors. We do not know for sure why the market has tumbled or what may come next.

January 31, 2018
Planning

Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle

A common real estate mantra is “location, location, location.” While many overlook it, location matters to investors, too. We help solve asset puzzles

January 20, 2018
Personal Finance

Manage Debt with No Regret

Deciding how to allocate funds among debt paydown, saving for college, and building retirement savings - find out how to do it all.

January 10, 2018
Planning

Financial New Year’s Resolutions: How To Keep Them

New Year’s Resolutions are made but rarely kept. We can help you create healthy financial habits that lead to better lifestyles.

December 27, 2017
Planning

Tax Planning Tips for Year-End and the New Year

While, we typically pay even more attention to taxes as December 31st approaches, effective tax planning can be done on a year-round basis.

December 26, 2017
Planning

Year-End Tax Planning and the New Tax Bill

At we approach year end, it is our last chance to take actions to limit this year’s tax liability. Many deductions that will be gone on January 1st.

December 8, 2017
Markets

At Some Point, the Market Will Turn Lower – Will You Be Ready?

In the words of John Mellencamp, “Someday, but I don’t know when” there will likely be a significant market downturn. Can you predict the market?

November 29, 2017
Personal Finance

Overburdened with Credit Card Debt? A Personal Story

Managing Debt is Critical – Here’s My Personal Credit Card Debt Story And how I began helping others with their personal finances

November 17, 2017
Planning

11 Tips On Filing For Financial Aid to Get Your Kids Through College

Over the next few months millions of parents or their children are expected to complete and file financial aid applications.

November 13, 2017
Investing

Learn How to Avoid the Perils of Speculation And Be a Successful Investor

Find out how you can eliminate the stress, costs, and risks that come with market timing and create a plan to achieve your goals.

October 31, 2017
Planning

Make Choices That Leave You With Greater Wealth

Curated information we believe can help you make smart decisions about your money.

October 20, 2017
Markets

Recession Doesn’t Appear Imminent, but Investors Must Protect Themselves

The market seems indestructible. Investors should stay alert, even in a “Teflon” market.