Apprise Wealth Management

Apprise Wealth Management At Apprise, our mission is to help people move from retirement uncertainty to an informed retirement.

Tomorrow, Even More Than Money will be released.I contributed a chapter that opens the book and appears in the “Living” ...
07/20/2026

Tomorrow, Even More Than Money will be released.

I contributed a chapter that opens the book and appears in the “Living” section.

The question at the center of my chapter is:

You may have enough money. But do you have enough life?

I have a limited number of complimentary copies available for people who may find this message especially relevant.

You can request a copy here:

https://apprisewealth.com/freebook/?

I’ll review requests and follow up with next steps.

Even More Than Money shares 20 real-life stories, told by financial advisors, about how thoughtful planning can connect money with life decisions.

During the life planning process, I often ask:What is important about money, to you?The two answers I hear most often ar...
07/19/2026

During the life planning process, I often ask:

What is important about money, to you?

The two answers I hear most often are security and freedom.

That makes sense.

But freedom still needs direction.

Freedom for what?

Living?
Changing?
Dreaming?
Giving?
Enduring?

This week’s blog is about the deeper question behind financial planning: what your money is really meant to support.

Read it here:

What is money for beyond security? Learn how financial planning can connect money to living, changing, dreaming, giving, and enduring.

The books arrived.It was meaningful to open this box and see Even More Than Money in print.My chapter opens the book and...
07/17/2026

The books arrived.

It was meaningful to open this box and see Even More Than Money in print.

My chapter opens the book and appears in the “Living” section. It centers on a question I care deeply about:

You may have enough money. But do you have enough life?

The book will be released on July 21.

I’ll share more soon about how to request a complimentary copy.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Money can serve different purposes at different points in life.Sometimes it is for living more fully.Sometimes it is for...
07/16/2026

Money can serve different purposes at different points in life.

Sometimes it is for living more fully.
Sometimes it is for navigating change.
Sometimes it is for pursuing a dream.
Sometimes it is for giving with intention.
Sometimes it is for enduring a difficult chapter with more stability and support.

Those five ideas shape Even More Than Money, a book I contributed to that will be released on July 21.

Which word feels most relevant to you right now?

Living?
Changing?
Dreaming?
Giving?
Enduring?

One question I often ask when life planning is:What is most important about money, to you?The answers I hear most often ...
07/15/2026

One question I often ask when life planning is:

What is most important about money, to you?

The answers I hear most often are security and freedom.

Both matter.

But freedom still needs direction.

Freedom for what?

Living? Changing? Dreaming? Giving? Enduring?

That is one of the ideas behind Even More Than Money, which will be released on July 21.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Most people can explain what they want their money to do financially.They want it to provide income, support retirement,...
07/14/2026

Most people can explain what they want their money to do financially.

They want it to provide income, support retirement, reduce risk, create security, and last.

Those goals matter.

But another question often gets less attention:

What is money for?

Not just financially. Personally.

In this week’s blog, I wrote about how money can move from security to freedom, and then toward purpose.

Read it here: https://apprisewealth.com/news/what-is-money-for/

What is money for beyond security? Learn how financial planning can connect money to living, changing, dreaming, giving, and enduring.

Many people spend years doing the responsible thing.They work hard.They save.They invest.They take care of their family....
07/10/2026

Many people spend years doing the responsible thing.

They work hard.
They save.
They invest.
They take care of their family.
They prepare for the future.

Then a major life change arrives, and the old definition of success may no longer fit.

That is when “Do I have enough money?” becomes only part of the question.

The deeper question may be:

“Do I have enough life?”

I wrote more about this here: https://apprisewealth.com/news/enough-money-to-retire-enough-life/

Enough money to retire is only part of the question. Learn how money, time, energy, and attention can support the life you want after a transition.

You may have enough money on paper and still feel unsure about what comes next.That can happen when answering the financ...
07/07/2026

You may have enough money on paper and still feel unsure about what comes next.

That can happen when answering the financial question, but not the life question.

“Do I have enough money to retire?” matters.

But it may not be the only question.

A better question may be:

“What do I want this money to make possible?”

In this week’s blog, I wrote about the difference between having enough money and having enough life.

Read it here:

Enough money to retire is only part of the question. Learn how money, time, energy, and attention can support the life you want after a transition.

Many people spend years doing the responsible thing.They work hard.They save.They invest.They take care of others.They p...
07/03/2026

Many people spend years doing the responsible thing.

They work hard.

They save.

They invest.

They take care of others.

They prepare for the future.

Then a major life change arrives, and the old definition of success may no longer fit.

That is when “Do I have enough?” becomes only part of the question.

A better question may be:

What kind of life do I want my money to support?

I wrote about this in this week’s blog: https://apprisewealth.com/news/financial-planning-after-major-life-change/

Financial planning after a major life change should ask more than “Do I have enough?” Learn how money, time, energy, and attention can support your next chapter.

“Do I have enough?” is an important financial question.But after a major life change, it may not be enough on its own.En...
06/30/2026

“Do I have enough?” is an important financial question.

But after a major life change, it may not be enough on its own.

Enough to retire?

Enough to travel?

Enough to help my family?

Enough to feel secure?

Those questions matter.

But the deeper question may be:

What do I want my money to support now?

In this week’s blog, I wrote about why financial planning after a major life change should connect the numbers to the life you are trying to build now.

You can read it here:

Financial planning after a major life change should ask more than “Do I have enough?” Learn how money, time, energy, and attention can support your next chapter.

Address

14840 Hunting Way
Phoenix, MD
21131

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+14436905240

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