Blog
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 ...
Estate Planning
Apprise’s Five Favorite Reads for the Week of December 21, 2025
Teach kids about money during the holidays with a simple Spend, Save, Give bucket framework. Plus, this week’s five favorite ...
Tuesday Tips
Tuesday Tips: Holiday Scams to Watch Out For: 4 Red Flags to Protect Yourself
Holiday scams are surging. Learn 4 red flags, a simple verify-first habit, and how to protect your money and identity ...
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