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Financial Planning

Life Planning: Aligning Your Spending With Your Values

Money matters. It plays a meaningful role in our lives. It allows us to experience many things. But money isn’t everything. Instead of asking how much money you need, try asking yourself different questions.

Retirement Planning

Discovering Fulfillment: Find Purpose and Meaning in Retirement

How can you find purpose and meaning in retirement? Here are some ideas to find fulfillment.

Favorite Reads

Apprise’s Five Favorite Reads for the Week of April 21, 2024

Our five favorite reads from the past three weeks. Plus an intro on renting vs. owning in retirement!

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.

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.

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!

Taxes

Tuesday Tips – Roth Conversion Strategies and Tax Planning 2025

This week’s Tuesday Tip addresses how Roth conversion strategies can be helpful in your tax planning for 2025. Please watch the video to learn more.

Taxes

Tax Planning 2025 – Essential Strategies

Discover key tax planning tips for 2025 to help women facing new beginnings navigate financial changes. Stay informed and prepared!

Favorite Reads

Apprise’s Five Favorite Reads for the Week of May 26, 2024

Our five favorite reads from the last five weeks. Plus, an introduction on Family Summer Planning as Part of Your Life Plan!

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.

Advisory Services

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 EVOKE training.

Apprise Wealth A Couple Talking To A Financial Advisor At An Office

Financial Planning

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 together. It’s important.

Life Planning: Aligning Your Spending With Your Values

Discovering Fulfillment: Find Purpose and Meaning in Retirement

Apprise’s Five Favorite Reads for the Week of April 21, 2024

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

Will You Spend Less in Retirement?

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

Tuesday Tips – Roth Conversion Strategies and Tax Planning 2025

Tax Planning 2025 – Essential Strategies

Apprise’s Five Favorite Reads for the Week of May 26, 2024

Popular Posts

Podcast Appearances and Interviews

Life Planning Training: Reinforcing My Purpose

Financial Planning for Couples – It Takes Teamwork

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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 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