Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 5th, 2025
Discover how building habits, not resolutions, can lead to lasting success in health, finances, and life in 2025.
Taxes
Tuesday Tips: Retirement and Tax Changes for 2025
Learn about key retirement and tax changes for 2025, including tax brackets, contributions, and Social Security updates.
Financial Planning
Financial Planning After Losing a Spouse: Navigating Key Tax and Inheritance Changes
Navigate financial and tax changes after losing a spouse. Learn about Social Security, taxes, inheritance rules, and proactive planning.
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