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Advisory Services
Work with a Fiduciary Adviser – It Matters
Not all advisers put your interests first. Learn why working with a fiduciary matters and how to avoid hidden fees. ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of February 9th, 2025
Boost brain health and prevent cognitive decline with simple lifestyle changes for a sharper mind and a more fulfilling ...
Tips and Suggestions
Tuesday Tips: Financial & Family Items to Prepare for a Natural Disaster
Be prepared! Organize key financial & family documents to help you prepare in the event of a natural disaster.
Popular Posts
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
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
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