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Tips and Suggestions
Tuesday Tips: Financial & Family Items to Prepare for a Natural Disaster
Be prepared! Organize key financial & family documents to help you prepare in the event of a natural disaster.
Personal Finance
Thriving After an Empty Nest: Rediscovering Joy and Purpose in Your 50s and 60s
Women in their 50s and 60s: tips for thriving after an empty nest! Rediscover joy, embrace independence, and live your ...
Favorite Reads
Apprise’s Five Favorite Reads for the Week of January 19th, 2025
Discover how opportunity costs impact your financial choices and Return on Life (ROL). Align your decisions with your values ...
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
