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Financial Planning
Financial Planning After Losing a Spouse: Navigating Key Tax and Inheritance Changes
Navigate financial and tax changes after losing a spouse. Learn about Social Security, taxes, inheritance rules, and proactive planning.
Favorite Reads
Apprise’s Five Favorite Reads for the Week of December 15th, 2024
Plan for navigating life's detours in retirement. Learn to traverse transitions, manage finances, and thrive in your next chapter.
Personal Finance
Tuesday Tips: How Much Is Enough During the Holiday Season?
Consider how much is enough this holiday season. Simplify, find meaning, and create space for joy during your new ...
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
