Blog
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 ...
Tuesday Tips – The Retirement Paycheck – Paying Ourselves in Retirement
Learn how a "retirement paycheck" ensures steady income in retirement with strategies like guardrails, empowering you to enjoy life without ...
A Man Is Not a Plan – Financial Empowerment for Women Facing New Beginnings
A man is not a plan. Discover how to achieve financial independence for women starting over. Take control of your ...
Popular Posts
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