Apricity Wealth Management

04/10/2026

Is your current financial advisor helping to grow your money? Now more than ever, it's important to understand if your hard-earned money is allocated appropriately to support your needs, both today and tomorrow!

I’m here to help you every step of the way. Call me to schedule a no-obligation meeting today!

04/07/2026

For many, retirement seems like a long way off, but time moves so quickly. And time is one commodity you can never get back, especially when it comes to helping grow your money!

If you aren’t confident your financial plan is properly positioned, call Ann to schedule a no-obligation meeting today!

04/03/2026

04/01/2026

April is National Social Security Month—a good reminder to review your claiming strategy.

When you claim Social Security can impact your lifetime benefits. Claiming at 62 means accepting a permanent reduction, while waiting until 70 will increase your monthly payment. The right timing depends on a wide range of factors, including your health, income needs, and overall retirement strategy.

If you're within a few years of claiming, now's a great time to review how Social Security fits into your bigger financial picture.

Questions about your retirement strategy? Let's talk.

03/30/2026

The deadline for most taxpayers to file a federal tax return is Wednesday, April 15th. My clients have peace of mind knowing that they can always count on me to collaborate with their CPA or tax preparer.

03/27/2026

The Apricity Wealth Management Sidekick was spotted in Fargo, ND - where NDSU Bison football isn't just a sport, it's a legacy.

Where has your Sidekick traveled lately?

03/25/2026

Not every financial advisor will be a good fit for you. I know my clients and they know me. Let me help you with your investment management and financial planning.

Call Ann for a no-obligation second opinion consultation today!

03/20/2026

Once retirees turn 73, they must take required minimum distributions, or RMDs, from their retirement savings accounts. If they don’t, the IRS imposes steep tax penalties. I keep track of RMDs for my clients to ensure they don’t pay these penalties. Does your current financial advisor do this for you? Schedule a no obligation meeting with Ann today!

03/12/2026

Tax Day will be here soon. Did you know that April 15th is your last chance to contribute to certain retirement plans? I’m here to help YOU make the right decisions. My clients can always count on me to collaborate with their CPA or tax preparer. Call Ann today!

03/08/2026

She is a dreamer, she is a believer, she is a doer, she is an achiever, and she is YOU! Happy International Women’s Day to YOU!

I love any day that I get to celebrate all the women in my life who inspire me to think more critically, love more patiently, work more passionately, and live more unapologetically.

03/05/2026

Sunsets hit different in Arizona. 🌵

Our Apricity Wealth Management Sidekick caught this one - where has yours been lately? 📸 We'd love to see your Sidekick adventures!