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Apprise’s Five Favorite Reads for the Week of November 9, 2025
Should you downsize your home in retirement? Compare costs, taxes, and lifestyle trade-offs—plus a Quick TEAM check to help you ...
Tuesday Tips: When to Claim Social Security at 62 vs 70: A Plain-English Guide
When to claim Social Security at 62 vs 70—a 62–FRA–70 timeline, break-even basics, survivor considerations, and a quick checklist to ...
Carl Richards Interview Episode 5 — Tax Planning, Not Reporting
Tax planning not reporting—look forward, not back. In Ep. 5 with Carl Richards, time income/deductions, coordinate accounts, and avoid avoidable ...
Popular Posts
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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