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Personal Finance
Financial Decisions in Midlife: When Waiting Can Cost You
Waiting can feel like the safer financial choice. But health, time, relationships, and opportunities can change while your money sits ...
Financial Planning
Financial Planning After a Major Life Change: What to Decide, Delay, and Delegate in the First 90 Days
After a major life change, every financial decision can feel urgent. A simple decide, delay, delegate framework can help you ...
Financial Planning
You Don’t Have to Manage Every Dollar. But You Should Know What Exists.
You do not need to manage every dollar yourself. But you should understand your financial life well enough to participate ...
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Financial Planning
Apprise’s Podcasts and Interviews
Phil frequently appears as a guest on podcasts that may be of interest to “Women Facing New Beginnings.” These provide
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