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