Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of June 8, 2025
Discover how to reclaim your freedom to choose your life by aligning your reactions, goals, and values during times of ...
Retirement Planning
Tuesday Tips: The Retirement Tax Trap No One Talks About
Discover how to avoid the retirement tax trap no one talks about—especially if you're widowed, divorced, or entering retirement ...
Life Planning
Starting Fresh: Financial Planning After Major Life Changes
Feel lost after a major life change? A fresh start is possible. Discover how financial planning after major life changes ...
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
