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Apprise Wealth
Berkshire Hathaway Annual Shareholders’ Meeting: 10 Lessons on Stewardship, Patience, and Planning
The 2026 Berkshire Hathaway annual shareholders meeting revealed lessons about transition, stewardship, reputation, and life planning.
Financial Topics for Women
Social Security Survivor Benefits: What Widows Need to Know
Social Security survivor benefits follow different rules than retirement benefits. Learn what widows should review before filing.
Financial Topics for Women
Social Security After Divorce: What Women Need to Know Before They Claim
Social Security after divorce is more complicated than many women realize. Learn what to review before you claim.
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