Are Your Opportunity Costs Hurting Your ROL? Whether it involves choosing the scenic route over heading straight home, pizza over sushi, or staying
My Three Words—2025 Version
I first introduced the "My Three Words" concept in January 2023, when I shared my three words for that year. I repeated the exercise last year and
Apprise’s Five Favorite Reads for the Week of January 5th, 2025
Think About Habits When Setting New Year Resolutions As the New Year begins, how are you feeling about your resolutions? If you've already sensed
Tuesday Tips: Retirement and Tax Changes for 2025
In this week's Tuesday Tip video, learn about key retirement and tax changes for 2025, including tax brackets, contributions, and Social Security
Financial Planning After Losing a Spouse: Navigating Key Tax and Inheritance Changes
Losing a spouse is one of life's most profound and challenging transitions. Beyond the emotional toll, financial planning after losing a spouse
Apprise’s Five Favorite Reads for the Week of December 15th, 2024
Navigating Life's Detours in Retirement Planning a long and complicated journey always starts with a map, but maps don't account for unexpected
Tuesday Tips: How Much Is Enough During the Holiday Season?
In this week's Tuesday Tip video, consider how much is enough this holiday season. Simplify, find meaning, and create space for joy during your new
A Roth Conversion Can Provide Benefits More Often Than You Think
Whether to complete a Roth conversion this year is a frequent conversation topic with clients, especially in the fourth quarter. I recently added a
Apprise’s Five Favorite Reads for the Week of November 24th, 2024
How Are You Spending Your Time, Energy, Attention, and Money (TEAM)? At first, I thought life planning was just about aligning how you spend your