Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of July 16, 2023
Our five favorite reads from the past three weeks. Plus: Start Teaching Your Kids About Money!
Personal Finance
Tuesday Tips – Mismanaging Retirement Withdrawals
In this week's Tuesday's Tips, I discuss mismanaging retirement withdrawals and offer some tips to help you avoid this common ...
Financial Topics for Women
Identifying and Overcoming 6 Key Threats to a Woman’s Retirement
When it comes to retirement, there are threats to a woman's retirement that men do not face. Learn what you ...
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