Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of April 6th, 2025
Declutter your estate plan with three simple steps to align your legacy with your life, values, and goals. A timely ...
Taxes
Tuesday Tips: The Hidden Tax Consequences of Selling Your Family Home
Selling your family home? Are you aware of the hidden tax consequences you might face, including capital gains taxes, the ...
Markets
This Too Shall Pass (Revisited): Navigating the Market Correction of 2025 with Perspective
Worried about the market correction of 2025? Learn what history tells us about volatility—and how to stay focused through today’s ...
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
