Blog
Retirement Planning
The Retirement Smile: Navigating the Phases of Financial Freedom
Why are the phases of retirement spending often referred to as the retirement smile? Read to find out.
Estate Planning
Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills
This week’s Tuesday Tip addresses big mistakes people can make with their wills.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of November 19, 2023
Our five favorite reads from the past two weeks. Plus: an intro on "When to Keep or Replace Family ...
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
