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Favorite Reads
Apprise’s Five Favorite Reads for the Week of March 9th, 2025
Spring cleaning for retirement! Let go of stress, busy work, and financial worries to create space for joy, fulfillment, and ...
Tuesday Tips
Tuesday Tips: Financial Planning for Women: How to Build a Strong Financial Foundation & Take Control of Your Future
Financial planning for women: Learn how to build a strong financial foundation and take control of your future with smart ...
Financial Planning
Gray Divorce Financial Planning: Emotional, Financial, and Tax Issues You Must Know After 50
Navigate gray divorce financial planning with confidence. Learn key financial, tax, and emotional strategies that can help you have a ...
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
