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Favorite Reads
Apprise’s Five Favorite Reads for the Week of December 25, 2022
Our favorite reads from the last two weeks. Featured articles include New Year Financial Planning, Tax Bombs, and more!
Financial Planning
Preparing Your Finances for 2023: Financial Resolutions for the New Year
Do you like to make Financial Resolutions for the New Year? Here are some Financial Resolutions for 2023 and how ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of December 11, 2022
Our five favorite reads from the past two weeks. Plus: Give Experiences Not Stuff This Holiday Season.
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