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Personal Finance
SECURE Act 2.0 – 16 Key Tax and Retirement Provisions
An in-depth look at 16 tax and retirement changes from the SECURE Act 2.0 and their impact.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 8, 2023
My three words for 2023! Plus: our five favorite reads from the last two weeks.
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