Blog
Closing the Human Blindspot™: 4 Everyday Habits to Reduce Digital Fraud Risk
Scammers often rely on trust, urgency, and secrecy rather than defeating technology. Learn four practical habits to help you slow ...
Year-End Tax Planning: 9 Strategies to Manage Taxes Now and in Retirement
Before December 31, you may still have time to adjust withholding, review retirement distributions, consider Roth conversions, or revisit charitable ...
5 Places to Park Cash for Short-Term Needs: How to Choose
Where should you keep money you'll need soon? Explore five best places to park cash, how their risks and protections ...
Popular Posts
Apprise’s Podcasts and Interviews
Phil frequently appears as a guest on podcasts that may be of interest to “Women Facing New Beginnings.” These provide
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work