Blog
Personal Finance
Tuesday Tips: How Much Do You Need?
This week’s Tuesday Tip addresses the question, "How much do you need?" and its connection to your investments. Watch the ...
Financial Planning
How You Can Optimize Your Retirement Savings
You may be asking yourself, “What does it mean to optimize your retirement savings?” In short, the idea refers to ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of September 24, 2023
Our five favorite reads from the past three weeks. Plus: an overview of Advance Medical Directives.
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
