Blog
Financial Planning
Navigating Widowhood: Decisions Not to Delay
Navigating widowhood is not easy. Let’s review what kinds of professionals you might need right away.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 28, 2024
Our five favorite reads from the past three weeks. Plus: Develop Healthy Hobbies as a Family!
Personal Finance
Tuesday Tips: 2024 Important Numbers
This week’s Tuesday Tip contains important tax planning numbers for the year 2024. Please watch the video to learn ...
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