Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of September 24, 2023
Our five favorite reads from the past three weeks. Plus: an overview of Advance Medical Directives.
Personal Finance
Tuesday Tips: Unlocking Financial Wonder and Awe: Your Path to Prosperity
"Wonder and Awe" was the subject of a presentation I heard at a conference I recently attended, inspiring this ...
Financial Topics for Women
Retirement Reimagined: Navigating New Beginnings Without Relocation
It's important to note that a one-size-fits-all answer to the relocation question does not exist. Each woman's situation is unique. ...
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