Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of August 13, 2023
Our five favorite reads from the past three weeks. Plus: "Learn Healthy New Recipes to Stay Young!"
Retirement Planning
Tuesday Tips – Tax-Efficient Charitable Giving
In this week's Tuesday's Tips, I share five ways to make your charitable giving more tax efficient. Please watch the ...
Financial Topics for Women
Financial Tips for Women Over 50: Securing Your Future with Confidence
20 essential financial tips for women over 50 to help them navigate this life stage with confidence and make more ...
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