AppriseWealth

At Apprise, we take pride in being a trusted financial partner. We strive to enhance our clients’ financial lives and their understanding of financial concepts.

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Financial Tips for Women Over 50: Securing Your Future with Confidence - Apprise Wealth Management. https://t.co/DF3buGR7VY
20 essential financial tips for women over 50 to help them navigate this life stage with confidence and make more informed decisions.

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How Is Income in Retirement Taxed https://t.co/CihM03Kasz

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I publish a weekly newsletter on LinkedIn. To see this week's newsletter and subscribe to future editions, please click the link below. This week's edition: Financial Tips for Women Over 50: Securing Your Future with Confidence https://t.co/dxA7vk5zKi via @LinkedIn

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Asset Location: It Can Improve The Tax Efficiency Of Your Investments https://t.co/6Bz3ZUb6BJ

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3 Reasons It Can Be Smarter to Rent, Even If You Can Afford to Buy. https://t.co/WlSO2GhsOo
For many people who are looking for a place to live, the goal is to buy rather than rent their home. But especially in today’s high interest-rate environment may not be the best way to go.

[AppriseWealth @AppriseWealth]

6 Communication Mistakes You’re Probably Making—And How to Fix Them. https://t.co/HN5BTUToW3
Unfortunately, without realizing it, we can communicate in ways that make it harder for us to work together. This article reviews six major communication mistakes we might be making.

[AppriseWealth @AppriseWealth]

Is Your Kid Bad With Money? These Apps Could Help. https://t.co/L1rV5m7cO9
If you review your child’s spending in these apps, it can provide you with some teachable moments with your kids and enhance their accountability with money.

[AppriseWealth @AppriseWealth]

How to Retire Better, From Retirees Who Learned the Hard Way. https://t.co/XF5yvmfI6G
This article shares the perspective of some current retirees. They offer three lessons that can help to better prepare you for a more financially secure and rewarding life in retirement.

[AppriseWealth @AppriseWealth]

Passing Them On. https://t.co/KJgg7cN8cX
Difficulties in accessing accounts can make a difficult – and stressful – situation such as the loss of a spouse much harder.

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Start Teaching Your Kids About Money - Apprise Wealth Management. https://t.co/kPXzzqga2D
Most kids head into adulthood without a good understanding of money or a baseline for good financial habits. Consider this suggestion: start small.

[AppriseWealth @AppriseWealth]

I publish a weekly newsletter on LinkedIn. To see this week's newsletter and subscribe to future editions, please click the link below. This week's edition: Apprise’s Five Favorite Reads for the Week of July 16, 2023 https://t.co/dbW2l11B7k via @LinkedIn

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I was quoted in this article comparing Roth IRAs and 401k's: https://t.co/dIJN5KgA9D

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Tuesday Tips - Mismanaging Retirement Withdrawals - Apprise Wealth Management. https://t.co/Z5ybUH9S8e
In this week's Tuesday's Tips, I discuss mismanaging retirement withdrawals and offer some tips to help you avoid this common problem.

[AppriseWealth @AppriseWealth]

I publish a weekly newsletter on LinkedIn. To see this week's newsletter and subscribe to future editions, please click the link below. This week's edition: Tuesday Tips - Mismanaging Retirement Withdrawals https://t.co/IGnWIfhh9f via @LinkedIn

[AppriseWealth @AppriseWealth]

How Parents and Grandparents Can Use 529 Plans to Save for Education. https://t.co/4tGLIaFOmk
This article discusses the different types of 529 plans available as well as the tax benefits associated with each option.

[AppriseWealth @AppriseWealth]

Are You an Exhausted Spring Sports Parent? This Is for You. https://t.co/diohzhnFx1
I was glad to see the author say this, “I know I’m going to miss it. I know these are memories of a lifetime, something every parent should treasure and hang onto as long as they possibly can."

[AppriseWealth @AppriseWealth]

Identifying and Overcoming 6 Key Threats to a Woman’s Retirement - Apprise Wealth Management. https://t.co/zPB3MNHvnR
When it comes to retirement, there are threats to a woman's retirement that men do not face. Learn what you can do to overcome these threats.

[AppriseWealth @AppriseWealth]

I publish a weekly newsletter on LinkedIn. To see this week's newsletter and subscribe to future editions, please click the link below. This week's edition: Identifying and Overcoming 6 Key Threats to a Woman’s Retirement https://t.co/WytUQrVneo via @LinkedIn

[AppriseWealth @AppriseWealth]

Why Roth IRAs Rock. https://t.co/ikydJvJhZ5
With the passage of SECURE Act 2.0 late last year, investors have more options for funding Roth accounts both on their own and with their employer’s assistance. This article shares some of the newer options.

[AppriseWealth @AppriseWealth]

10 Ways to Help Your Dog Stay Healthy Longer. https://t.co/MKnMun8KE2
We all want our dogs to live as long as they can. Fortunately, there are things we can do to maximize their health and help them live a healthy, vibrant life.