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tax-efficient charitable giving
Personal Finance

Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving

When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive from such gifts?

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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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five favorite reads positive thinking
Favorite Reads

Apprise’s Five Favorite Reads for the Week of October 15, 2023

Our five favorite reads from the past three weeks. Plus: Thinking Positively to Improve Your Health and Your Life Plan!

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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.

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.

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Beneficiary Designations