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Tuesday Tips: Plan for Longevity
Apprise Wealth

Tuesday Tips: Flourishing Through Life’s Big Changes: Plan for Longevity – Step 3

This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes. Please watch the video to learn more.

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healthcare coverage before medicare
Retirement Planning

Healthcare Coverage Before Medicare: Financial Strategies for Those Not Yet Eligible

How can you go about securing healthcare coverage before Medicare? We discuss options, budgets, and ways to lower costs.

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teach kids about investing
Favorite Reads

Apprise’s Five Favorite Reads for the Week of March 10, 2024

Our five favorite reads from the past three weeks. Plus: our introduction on why you should teach your kids about investing!

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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