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
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
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
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
Apprise’s Five Favorite Reads for the Week of July 16, 2023
Start Teaching Your Kids About Money It's summertime, which hopefully means you will have a little more time to spend with your kids. That also means
Tuesday Tips – Mismanaging Retirement Withdrawals
In this week's Tuesday's Tips, I discuss mismanaging retirement withdrawals and offer some tips to help you avoid this common problem. Please watch
Tuesday Tips – Financial Advice to Help Reduce Spending
In this week's Tuesday's Tips, I share some financial advice to help you reduce spending. Please watch the video below to learn more. If you would