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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 ...
Taxes
2025 Year-End Tax Planning: 9 Tax Strategies to Lower Your Bill Before December 31
2025 year-end tax planning is not just about filing your return. Learn 9 strategies, from Roth conversions to QCDs and ...
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