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Taxes
When a Roth Conversion Helps. And When It Doesn’t
A Roth conversion can help, but not always. A Roth conversion may reduce future tax pressure; it also may not. ...
Taxes
2026 Tax Changes: What Actually Matters
The 2026 tax changes that matter most. SALT, the senior deduction, charitable limits, and the planning decisions many people ...
Apprise Wealth
Berkshire Hathaway Annual Shareholders’ Meeting: 10 Lessons on Stewardship, Patience, and Planning
The 2026 Berkshire Hathaway annual shareholders meeting revealed lessons about transition, stewardship, reputation, and life planning.
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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