What is The SECURE Act? To keep you up to date on changes that may impact your financial life, below is a summary of the SECURE ACT. Setting Every Community Up for Retirement Enhancement Act or SECURE Act was passed by the Senate on December 19, 2019. This Act puts...
In case you missed it, Jamie Bosse, CFP® RFC, recently published her first children’s book, Milton The Money Savvy Pup: Brings Home The Bacon! Here’s a quick look into why she decided to write the book and what you can expect from Milton! Joni: What is the...
Ask yourself this question and answer honestly, “Are you mismanaging your money?” If your spending continues to outpace your earnings, the answer may be “yes.” At Aspyre Wealth Partners, we help our clients Master What’s Next® in their lives. To get on the right path,...
By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety. Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire. While...
Aspyre Wealth Partners, Principal, Lucas Bucl, CFP®, was recently featured on KCUR 89.3’s Smart Money Experts podcast segment, “Socially Responsible Investing.” What is Socially Responsible Investing? What are the Pros and Cons? How can this be...
