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retirement smile
Retirement Planning

The Retirement Smile: Navigating the Phases of Financial Freedom

Why are the phases of retirement spending often referred to as the retirement smile? Read to find out.

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Estate Planning

Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills

This week’s Tuesday Tip addresses big mistakes people can make with their wills.

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five favorite reads family traditions
Favorite Reads

Apprise’s Five Favorite Reads for the Week of November 19, 2023

Our five favorite reads from the past two weeks. Plus: an intro on “When to Keep or Replace Family Traditions.”

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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