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feedback loops for return on life
Estate Planning

Apprise’s Five Favorite Reads for the Week of September 22, 2024

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.

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Tuning Out Financial Noise
Markets

Tuesday Tips: Tuning Out Financial News

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.

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raising resilient heirs
Favorite Reads

Apprise’s Five Favorite Reads for the Week of November 3, 2024

Prepare heirs to manage wealth and values across generations with resilience. Practical tips for building a lasting legacy in our latest blog.

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Retirement Paycheck
Uncategorized

Tuesday Tips – The Retirement Paycheck – Paying Ourselves in Retirement

Learn how a “retirement paycheck” ensures steady income in retirement with strategies like guardrails, empowering you to enjoy life without financial stress.

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a man is not a plan
Uncategorized

A Man Is Not a Plan – Financial Empowerment for Women Facing New Beginnings

A man is not a plan. Discover how to achieve financial independence for women starting over. Take control of your finances and build a future rooted in your goals and values.

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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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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.

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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