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Personal Finance
Tuesday Tips: Spending Plan vs. Budget: Forget Budgets—Try This Instead
Spending plan vs budget. Learn how a Lifestyle Spending Plan aligns your money with your values using three categories. Joy, ...
Apprise Wealth
My Three Words for 2026: Simplify, Yutori, and Flourish
Discover my three words for 2026: Simplify, Yutori, and Flourish, plus a simple checklist to help you choose your own ...
Tips and Suggestions
A Small Year-End Note Before We Step Into 2026
A gentle year-end note for women navigating divorce, widowhood, or an empty nest. Plus, three simple prompts to start 2026 ...
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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