We hope everyone’s New Year has started well. May 2024 be a wonderful year for all. Before getting to the opening essay in this week’s blog, I
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren. Please watch the video
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
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