Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of July 7, 2024
Our five favorite reads from the last three weeks. Plus: What Does Financial Independence Mean to You!
Taxes
Tuesday Tips: Tax Planning for Women Facing New Beginnings
Discover essential tax planning tips for women facing new beginnings. Learn how upcoming tax law changes in 2026 can impact ...
Personal Finance
Roth IRA Benefits for Kids
Discover the benefits of opening a Roth IRA for your child's summer job or internship. Empower their financial future and ...
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