This week’s Tuesday Tip addresses big mistakes people can make with their wills. Please watch the video below to learn more. If you would like a free
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
You Can Lower Your Tax Bill – Tax Planning Tips to Consider
How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,
Apprise’s Five Favorite Reads for the Week of November 5, 2023
Setting Fitness Goals in Retirement This week’s opening topic is near and dear to my heart. It ties directly to my life plan. I work hard to keep in
Tuesday Tips: The Cycle of Market Emotions
This week’s Tuesday Tip addresses the Cycle of Market Emotions and how the market's performance can affect us. It also addresses the impact this can
Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving
When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive
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
Apprise’s Five Favorite Reads for the Week of October 15, 2023
Thinking Positively to Improve Your Health and Your Life Plan There's real power in learning to embrace positive thinking. A growing body of research
Tuesday Tips: How Much Do You Need?
This week’s Tuesday Tip addresses the question, "How much do you need?" and its connection to your investments. Please watch the video below to learn