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life's big changes
Financial Topics for Women

Tuesday Tips: Life Planning – Helping You to Flourish Through Life’s Big Changes

This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes.

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navigating widowhood
Financial Planning

Navigating Widowhood: Decisions Not to Delay

Navigating widowhood is not easy. Let’s review what kinds of professionals you might need right away.

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healthy hobbies as a family
Favorite Reads

Apprise’s Five Favorite Reads for the Week of January 28, 2024

Our five favorite reads from the past three weeks. Plus: Develop Healthy Hobbies as a Family!

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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