Blog
A Roth Conversion Can Provide Benefits More Often Than You Think
Learn how Roth conversions can lower your lifetime tax bill, boost financial security, and empower your future—especially during life ...
Apprise’s Five Favorite Reads for the Week of November 24th, 2024
Align your TEAM—Time, Energy, Attention, and Money—with your values to create a fulfilling life. Learn how to prioritize, plan, and ...
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.
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