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
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
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
How You Can Optimize Your Retirement Savings
Did you know that your retirement nest egg can benefit if you optimize your retirement savings? You may be asking yourself, “What does it mean to
Apprise’s Five Favorite Reads for the Week of September 24, 2023
Advance Medical Directives – An Overview Advance Medical Directives play an important role in your financial and estate plan. They allow you to
Tuesday Tips: Unlocking Financial Wonder and Awe: Your Path to Prosperity
This week’s Tuesday Tip was inspired by a conference I recently attended. Please watch the video below to learn more. If you would like a free review