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Estate Planning
Apprise’s Five Favorite Reads for the Week of January 18, 2026
Create systems for New Year’s goals with small habits, smart financial defaults, and a “never miss twice” reset. Plus five ...
Personal Finance
Tuesday Tips: Spending Plan vs. Budget: Forget Budgets—Try This Instead
Spending plan vs budget. Learn how a Lifestyle Spending Plan aligns your money with your values using three categories. Joy, ...
Apprise Wealth
My Three Words for 2026: Simplify, Yutori, and Flourish
Discover my three words for 2026: Simplify, Yutori, and Flourish, plus a simple checklist to help you choose your own ...
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