Blog
Favorite Reads
Apprise’s Five Favorite Reads for the Week of October 13, 2024
Discover 5 keystone habits that improve your Return on Life, from exercise to financial planning, and create lasting positive changes. ...
Personal Finance
Tuesday Tips: Invest in Your Future Self: How Small Steps Today Lead to Retirement Success
Learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial freedom ...
Retirement Planning
Bucket List Planning – Align Your Health With Your Goals
Learn how to align your bucket list with your health and life stages to avoid missing out on meaningful experiences. ...
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