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Financial Planning
Tuesday Tips – Aligning Your Use of Money With What Matters Most to You – TEAM
This week’s Tuesday Tip addresses how you can use the acronym TEAM to align your money with what matters most ...
Retirement Planning
Will You Spend Less in Retirement?
Do you think you will spend less in retirement? Many expect to. This week, we’ll review some of the expenses ...
Estate Planning
Apprise’s Five Favorite Reads for the Week of March 31, 2024
Our five favorite reads (and a bonus) from the past three weeks. Plus: How to Spend for Greater Fulfillment!
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