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Financial Topics for Women

Embracing New Beginnings: Reasons for Women to Relocate in Retirement

While the thought of moving might seem daunting, there are numerous compelling reasons why relocating in retirement can be an enriching and fulfilling choice. This week’s blog will discuss some of the reasons that you may want to relocate in retirement.

Favorite Reads

Apprise’s Five Favorite Reads for the Week of August 13, 2023

Our five favorite reads from the past three weeks. Plus: “Learn Healthy New Recipes to Stay Young!”

Retirement Planning

Tuesday Tips – Tax-Efficient Charitable Giving

In this week’s Tuesday’s Tips, I share five ways to make your charitable giving more tax efficient. Please watch the video to learn more.

Financial Topics for Women

Financial Tips for Women Over 50: Securing Your Future with Confidence

20 essential financial tips for women over 50 to help them navigate this life stage with confidence and make more informed decisions.

Favorite Reads

Apprise’s Five Favorite Reads for the Week of July 16, 2023

Our five favorite reads from the past three weeks. Plus: Start Teaching Your Kids About Money!

Personal Finance

Tuesday Tips – Mismanaging Retirement Withdrawals

In this week’s Tuesday’s Tips, I discuss mismanaging retirement withdrawals and offer some tips to help you avoid this common problem.

five favorite reads short term financial goals

Estate Planning

Apprise’s Five Favorite Reads for the Week of December 17, 2023

Our five favorite reads from the past three weeks. Plus: Setting a Short-Term Financial Goal for 2024!

Financial Planning

Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren

This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren.

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.

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.

Embracing New Beginnings: Reasons for Women to Relocate in Retirement

Apprise’s Five Favorite Reads for the Week of August 13, 2023

Tuesday Tips – Tax-Efficient Charitable Giving

Financial Tips for Women Over 50: Securing Your Future with Confidence

Apprise’s Five Favorite Reads for the Week of July 16, 2023

Tuesday Tips – Mismanaging Retirement Withdrawals

Apprise’s Five Favorite Reads for the Week of December 17, 2023

Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren

The Retirement Smile: Navigating the Phases of Financial Freedom

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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