Blog
Estate Planning
Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills
This week’s Tuesday Tip addresses big mistakes people can make with their wills.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of November 19, 2023
Our five favorite reads from the past two weeks. Plus: an intro on "When to Keep or Replace Family ...
Taxes
You Can Lower Your Tax Bill – Tax Planning Tips to Consider
In the grand scheme of things, how important is it to lower your tax bill? Here's why your tax bill ...
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