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tuesday tips - align your money
Financial Planning

Tuesday Tips – Aligning Your Use of Money With What Matters Most to You – TEAM

This week’s Tuesday Tip addresses how you can use the acronym TEAM to align your money with what matters most to you.

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spend in retirement
Retirement Planning

Will You Spend Less in Retirement?

Do you think you will spend less in retirement? Many expect to. This week, we’ll review some of the expenses that can change in retirement.

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greater fulfillment five favorite reads
Estate Planning

Apprise’s Five Favorite Reads for the Week of March 31, 2024

Our five favorite reads (and a bonus) from the past three weeks. Plus: How to Spend for Greater Fulfillment!

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Popular Posts

Money Tree Investing Podcast
Financial Planning

Podcast Appearances and Interviews

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.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations