Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of September 3, 2023
Our five favorite reads from the past three weeks. Plus: Why getting a younger mentor could be good for ...
Retirement Planning
Tuesday Tips: Empowering New Beginnings: Navigating Roth Conversion Strategies and Tax Impact
In this week’s Tuesday tip I'll be exploring the world of Roth conversion strategies and how they can affect your ...
Financial Topics for Women
Embracing New Beginnings: Reasons for Women to Relocate in Retirement
 While the thought of moving might seem daunting, there are numerous compelling reasons why relocating in retirement can be an ...
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