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optimize retirement savings
Financial Planning

How You Can Optimize Your Retirement Savings

You may be asking yourself, “What does it mean to optimize your retirement savings?” In short, the idea refers to minimizing the lifetime taxes paid when first contributing and then withdrawing contributions to your retirement accounts.

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life's big changes
Financial Topics for Women

Tuesday Tips: Life Planning – Helping You to Flourish Through Life’s Big Changes

This week’s Tuesday Tip addresses how our free E-Book can help you to flourish through life’s big changes.

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navigating widowhood
Financial Planning

Navigating Widowhood: Decisions Not to Delay

Navigating widowhood is not easy. Let’s review what kinds of professionals you might need right away.

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healthy hobbies as a family
Favorite Reads

Apprise’s Five Favorite Reads for the Week of January 28, 2024

Our five favorite reads from the past three weeks. Plus: Develop Healthy Hobbies as a Family!

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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