Blog
Financial Planning
7 Social Security Claiming Mistakes Frequently Made by Couples
Here are some of the most common mistakes couples can make when claiming Social Security, and how to avoid ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of March 26, 2023
Our five favorite reads from the past two weeks. Plus: What March Madness Can Teach Us About Your Financial ...
Markets
What Happened at Silicon Valley Bank – A Primer
My insights about the situation with Silicon Valley Bank and its impact on the banking system.
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