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Taxes
2025 Year-End Tax Planning: 9 Tax Strategies to Lower Your Bill Before December 31
2025 year-end tax planning is not just about filing your return. Learn 9 strategies, from Roth conversions to QCDs and ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of November 30, 2025
Small habits to improve your life in health, career, and relationships. Plus, how they compound over time to boost your ...
Financial Planning
Tuesday Tips: What to Do With an Old 401(k) When in Your 50s
Not sure what to do with an old 401k when in your 50s. Learn your main options, what to avoid, ...
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