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Favorite Reads
Apprise’s Five Favorite Reads for the Week of February 5, 2023
Our five favorite reads from the past two weeks. Articles include caring for aging parents, building good habits, and ...
Financial Planning
8 Steps Women Can Take to Overcome a Retirement Shortfall
On average, Americans face a retirement shortfall. Due to several factors, women are in even worse shape. What can they ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 22, 2023
Our five favorite reads from the past two weeks. Plus: does FOMO hold you back? How to not lose ...
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