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Financial Planning
Tuesday Tips: What to Do With an Old 401(k) When in Your 50s
Not sure what to do with an old 401k when in your 50s. Learn your main options, what to avoid, ...
Financial Planning
Caring for Aging Parents Checklist
A caring for aging parents checklist: first 48 hours, documents to gather, costs, fraud guard, and lesser-known care options.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of November 9, 2025
Should you downsize your home in retirement? Compare costs, taxes, and lifestyle trade-offs—plus a Quick TEAM check to help you ...
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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