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Caring for Aging Parents Checklist
A caring for aging parents checklist: first 48 hours, documents to gather, costs, fraud guard, and lesser-known care options.
Apprise’s Five Favorite Reads for the Week of November 9, 2025
Should you downsize your home in retirement? Compare costs, taxes, and lifestyle trade-offs—plus a Quick TEAM check to help you ...
Tuesday Tips: When to Claim Social Security at 62 vs 70: A Guide
When to claim Social Security at 62 vs 70—a 62–FRA–70 timeline, break-even basics, survivor considerations, and a quick checklist to ...
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Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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