The “Y” in Aspyre is because we care about YOU and Your Why.
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we help with HOw to get there
Aging Parent Answer Team
The Aging Parent Answer Team is comprised of five professional women who support aging parents in multiple areas related to insurance, legal matters, real estate, home health care, and downsizing
RESOURCE
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Blueprint: Caring for An Aging Loved One
by Angela Kreps, CEO | Chief Connector | Caregiver
My Dad passed suddenly in 2012 while I was CEO of a bioscience organization, and I was thrust into helping my mom get through a messy estate plan and address her declining heath issues. The document above, Blueprint: Caring for an Aging Loved One, is a starting place so you might help your loved ones avoid probate and unwarranted expenses, among other time-consuming and potentially gut-wrenching challenges as your loved ones age.
In 2008 my husband and I became clients of Aspyre Wealth Partners®, and I brought my mom along in 2014. In 1019 I joined the Aspyre team as Chief Connector to help other executives and business professionals discover the benefits of working with a fee-only fiduciary financial planning firm, a true Wealth partner.
One of the most important ways to take action if you are a caregiver is to prioritize your own self-care. You need your oxygen mask on first so you can help your loved one. One way we do that at Aspyre is to start with you and your WHY, then create the HOW with a financial plan that puts your money to work FOR YOU.
We call it Return On Life (ROL).
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Latest News
5 key tips for advisors on 529 college savings plans
Aspyre Wealth’s Jamie Bosse spoke to Financial Planning Magazine about common challenges she sees when helping clients with 529 plans. Jamie specifically addressed the difficulties that can arise with some plans when clients use 529s to fund K-12 private school. Using...
Age-Old Questions | Four Key Documents for Effective Estate Planning
Jamie Bosse, CFP® is featured in this episode of the Kansas City PBS "Age Old Questions" series. She walks you through key tips and shares important resources to ensure your estate plan will support your needs as you age Watch the Full Episode on YouTube.
Ready To Get Your Finances In Order?
Get in the game-day spirit this autumn. In her article for The Kansas City Star, Joni Lindquist, CFP® suggests approaching your money life like a football team. Hire coaches, Understand where you are and where you want to go, Build a playbook, and Practice new plays...
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