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College Planning
Apprise’s Five Favorite Reads for the Week of June 25, 2023
Our five favorite reads from the past three weeks. Plus: "Hobbies That Improve Health and Happiness."
Personal Finance
Tuesday Tips – Financial Advice to Help Reduce Spending
In today's Tuesday Tips, I share four crucial pieces of financial advice to help you reduce spending and increase your ...
Financial Topics for Women
10 Retirement Tips to Help Women Retire With Peace and Prosperity
Women facing retirement often worry about whether they have enough money saved to live their desired lifestyle in retirement. This ...
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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