Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
lowering your tax bill

You Can Lower Your Tax Bill – Tax Planning Tips to Consider

In the grand scheme of things, how important is it to lower your tax bill? Here’s why your tax bill is so important and what you can do to lower it.

Read More
five favorite reads fitness goals
Favorite Reads

Apprise’s Five Favorite Reads for the Week of November 5, 2023

Our five favorite reads from the past three weeks. Plus an intro on Setting Fitness Goals in Retirement!

Read More
The Cycle of Market Emotions

Tuesday Tips: The Cycle of Market Emotions

This week’s Tuesday Tip addresses how market cycles can affect us emotionally and how this can make us bad investors.

Read More

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.

Read More »

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.

View Checklist

Beneficiary Designations