Blog
Tuesday Tips: Elections and the Stock Market
Discover how elections influence the stock market and why focusing on long-term financial goals matters more than political shifts.
Navigating Your Financial Independence–A Guide for Women Embracing New Beginnings
Navigating your financial independence through life transitions can be empowering. This guide helps women set goals, budget, and build confidence ...
Apprise’s Five Favorite Reads for the Week of November 3, 2024
Prepare heirs to manage wealth and values across generations with resilience. Practical tips for building a lasting legacy in our ...
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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