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
Tuesday Tips: Elections and the Stock Market
In this week's Tuesday Tip video, discover how elections influence the stock market and why focusing on long-term financial goals matters more than
Navigating Your Financial Independence–A Guide for Women Embracing New Beginnings
Navigating your financial independence often involves overcoming challenges, especially life transitions. Sometimes, navigating life’s changes can be
Apprise’s Five Favorite Reads for the Week of November 3, 2024
Raising Resilient Heirs Raising resilient heirs can help your wealth survive future generations. Doing so can help you provide a leg up in the world
Tuesday Tips – The Retirement Paycheck – Paying Ourselves in Retirement
In this week's Tuesday Tip video, learn how a "retirement paycheck" ensures steady income in retirement with strategies like guardrails, empowering
A Man Is Not a Plan – Financial Empowerment for Women Facing New Beginnings
Generations of women have been conditioned to see marriage or partnership as a financial safety net. But in today’s world, where divorce rates are
Apprise’s Five Favorite Reads for the Week of October 13, 2024
What Is Your Keystone Habit for a Better Return on Life? Good habits can make our everyday experiences more positive and progress toward long-term
Tuesday Tips: Invest in Your Future Self: How Small Steps Today Lead to Retirement Success
In this week's Tuesday Tip video, learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial