It’s hard to believe another year is coming to a close. As always, the year has passed much too quickly. I wish you and your families, friends, and
Apprise’s Five Favorite Reads for the Week of December 17, 2023
Setting a Short-Term Financial Goal for 2024 Many of the most significant items in one’s life plan – or even more specifically one’s Goals for Life –
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,
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
Retirement Reimagined: Navigating New Beginnings Without Relocation
New beginnings, such as retirement, may mark the start of a new chapter in life, a phase where you have the freedom to choose your path and make
Apprise’s Five Favorite Reads for the Week of September 3, 2023
Get a Younger Mentor In business and in life, knowledge is power, and experience is priceless. That's why many folks nearing retirement age often
Embracing New Beginnings: Reasons for Women to Relocate in Retirement
New beginnings, such as retirement, may mark the start of a new chapter in life, a phase where you have the freedom to choose your path and make
Financial Tips for Women Over 50: Securing Your Future with Confidence
Women approaching their 50s often find themselves at a crucial stage in their financial journey. With retirement on the horizon and other life changes