Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of May 14, 2023
Our five favorite reads from the past two weeks. Plus, "Talk to Your Spouse About Finances."
Personal Finance
Tuesday Tips – Do I Have Enough Money?
When it comes to your financial plan, is it better to ask "Do I have enough money" or something ...
Financial Planning
Retire in Style: Ten Key Dates You Can’t Afford to Miss!
Make sure you know these ten dates for important retirement age dates. You don't want to miss any of ...
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