Blog
Life-Centered Financial Planning: What’s the Real Problem You Want to Solve?
Discover how life-centered financial planning helps you align your money and resources with your values, especially during significant life ...
Apprise’s Five Favorite Reads for the Week of June 8, 2025
Discover how to reclaim your freedom to choose your life by aligning your reactions, goals, and values during times of ...
Tuesday Tips: The Retirement Tax Trap No One Talks About
Discover how to avoid the retirement tax trap no one talks about—especially if you're widowed, divorced, or entering retirement ...
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Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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