Discover 5 keystone habits that improve your Return on Life, from exercise to financial planning, and create lasting positive changes.
Learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial freedom you’ll need for tomorrow’s life on your terms.
Learn how to align your bucket list with your health and life stages to avoid missing out on meaningful experiences. Prioritize adventures now while you’re physically able.
Discover how to build positive and negative feedback loops to enhance your Return on Life (ROL). Learn how to align your time, energy, attention, and money (TEAM) with your goals and values to live a more fulfilling life. Plus, check out our favorite reads for the week on Social Security, cybersecurity, Roth IRAs, and more.
Learn why tuning out financial news, especially from networks like CNBC, is crucial for women facing life transitions. Stay focused on your long-term financial goals by tuning out financial news noise and embracing a confident, sustainable financial plan.
Discover the truth behind common financial myths for women facing new beginnings. Empower your financial journey with facts and align your money choices with your values.
Discover 5 keystone habits that improve your Return on Life, from exercise to financial planning, and create lasting positive changes.
Learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial freedom you’ll need for tomorrow’s life on your terms.
Learn how to align your bucket list with your health and life stages to avoid missing out on meaningful experiences. Prioritize adventures now while you’re physically able.
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at EVOKE training.
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work together. It’s important.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.