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Personal Finance
What the New 2025 Tax Law Means for You
The new 2025 tax law makes major changes to deductions, credits, and retirement planning. Learn how the OBBBA may affect ...
Financial Planning
Financial Goal Setting Without the Pressure: Why It’s Okay to Start with Possibilities
Reimagine financial goal-setting as flexible and personal, especially during life transitions. Start with possibilities, not pressure.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of June 29, 2025
Multigenerational family vacation planning tips to create lasting memories, balance needs, and align with your financial goals.
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