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A Comprehensive Review of Health Savings Accounts (HSA) – 2025-2026 Update
A practical 2025-2026 Health Savings Accounts update. Eligibility, contribution limits, spend now vs. invest for later, and the top traps ...
Apprise’s Five Favorite Reads for the Week of January 18, 2026
Create systems for New Year’s goals with small habits, smart financial defaults, and a “never miss twice” reset. Plus five ...
Tuesday Tips: Spending Plan vs. Budget: Forget Budgets—Try This Instead
Spending plan vs budget. Learn how a Lifestyle Spending Plan aligns your money with your values using three categories. Joy, ...
Popular Posts
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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