Navigate financial and tax changes after losing a spouse. Learn about Social Security, taxes, inheritance rules, and proactive planning.
Plan for navigating life’s detours in retirement. Learn to traverse transitions, manage finances, and thrive in your next chapter.
Consider how much is enough this holiday season. Simplify, find meaning, and create space for joy during your new beginning.
Learn how Roth conversions can lower your lifetime tax bill, boost financial security, and empower your future—especially during life transitions.
Align your TEAM—Time, Energy, Attention, and Money—with your values to create a fulfilling life. Learn how to prioritize, plan, and thrive.
Discover how elections influence the stock market and why focusing on long-term financial goals matters more than political shifts.
Navigate financial and tax changes after losing a spouse. Learn about Social Security, taxes, inheritance rules, and proactive planning.
Plan for navigating life’s detours in retirement. Learn to traverse transitions, manage finances, and thrive in your next chapter.
Consider how much is enough this holiday season. Simplify, find meaning, and create space for joy during your new beginning.
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.