Blog
Tips and Suggestions
My Three Words—2025 Version
Discover how "My Three Words" can guide your choices, enhance focus, and help you achieve personal and professional growth in ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 5th, 2025
Discover how building habits, not resolutions, can lead to lasting success in health, finances, and life in 2025.
Taxes
Tuesday Tips: Retirement and Tax Changes for 2025
Learn about key retirement and tax changes for 2025, including tax brackets, contributions, and Social Security updates.
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