Blog
Tuesday Tips – The 30-Minute Weekly Money Check-In: Bills, Balances, One Win
Set a 30-minute weekly money check-in routine: Bills → Balances → Calendar → One small improvement. A calm, repeatable ritual ...
Financial Steps for Recent Widows: What to Do Now—and What Can Wait
A first-year guide with financial steps for recent widows—what to do now, what can wait, and a calm 12-month sequence ...
Apprise’s Five Favorite Reads for the Week of August 31, 2025
Discover how happiness and success reinforce each other—especially for women starting fresh. Science-backed habits and a values-based plan to live ...
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