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Favorite Reads
Apprise’s Five Favorite Reads – Happy Holidays Version
Happy Holidays! This week's Apprise's Five Favorite Reads is a compilation of our most viewed content of 2023!
Estate Planning
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Our five favorite reads from the past three weeks. Plus: Setting a Short-Term Financial Goal for 2024!
Financial Planning
Tuesday Tips: Financial Gifts for the Holidays – For Children or Grandchildren
This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren.
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