Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of April 27th, 2025
Discover how a 1% daily improvement can transform your Return on Life (ROL) over time. Learn simple strategies for small ...
Financial Planning
Overcoming “What’s Next?” Anxiety: Financial Planning for Life Changes
Feeling uncertain about your next chapter? Discover how financial planning for life changes can bring clarity and confidence.
Markets
A Look at Market Volatility 2025
How to stay grounded amid market volatility in 2025—what the April 9th rally teaches us about long-term investing.
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
