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How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Learn how Roth conversions for surviving spouse can reduce lifetime taxes, manage IRMAA, and support heirs under SECURE 2.0.
Apprise’s Five Favorite Reads for the Week of September 21, 2025
Design a calm, family-first fall: set a shared calendar, add small weekly “beats,” and protect your time, energy, attention, and ...
Tuesday Tips – The 30-Minute Weekly Money Check-In: Bills, Balances, One Win
Set a 30-minute weekly money check-in routine: Bills → Balances → Calendar → One small improvement. A calm, repeatable ritual ...
Popular Posts
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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