This week’s Tuesday Tip contains some suggestions for financial gifts for the holidays for your children or grandchildren. Please watch the video
The Retirement Smile: Navigating the Phases of Financial Freedom
Have you heard of the retirement smile? The term describes the typical pattern of retirees’ spending habits throughout their post-work years. It
Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills
This week’s Tuesday Tip addresses big mistakes people can make with their wills. Please watch the video below to learn more. If you would like a free
Apprise’s Five Favorite Reads for the Week of November 19, 2023
When to Keep or Replace Family Traditions This week the holiday season arrives in full force. Like my family, many of you will travel to spend the
You Can Lower Your Tax Bill – Tax Planning Tips to Consider
How can you lower your tax bill? In the grand scheme of things, how important is it to lower your tax bill? If asked to name your biggest expense,
Apprise’s Five Favorite Reads for the Week of November 5, 2023
Setting Fitness Goals in Retirement This week’s opening topic is near and dear to my heart. It ties directly to my life plan. I work hard to keep in
Tuesday Tips: The Cycle of Market Emotions
This week’s Tuesday Tip addresses the Cycle of Market Emotions and how the market's performance can affect us. It also addresses the impact this can
Supporting Women’s New Beginnings: Tax-Efficient Charitable Giving
When making donations to your favorite causes, tax-efficient charitable giving should take precedence. Why not maximize the tax benefit you receive
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as