Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of May 18, 2025
Start teaching kids about money with simple, age-appropriate lessons that build confidence and lifelong financial habits. Here's how to ...
Financial Planning
Tuesday Tips: Navigating Taxes After a Big Life Change: A Guide for Women Starting Fresh
Discover key tax strategies for navigating taxes after a big life change. Learn about Social Security taxation, RMDs, and Roth ...
Markets
The Last Lesson: Warren Buffett’s Retirement 2025 and the Wisdom That Endures
Reflections on Warren Buffett’s retirement 2025 and key life and investing lessons from his final shareholder meeting.
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
