by Jamie Bosse | Aug 7, 2020 | Career Planning, College Funding, Featured, Financial Planning, Life Planning
You may have heard that 529 plans can be used for more than just college expenses. The tax act passed in late 2017, expanded the use of 529 education savings plans to include private elementary and secondary school tuition costs. As with every tax law, there are rules...
by Jamie Bosse | Jul 29, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning
Lately, it feels like the world has turned on its head. An invisible threat is lurking in our midst, changing the way we work, the way we interact, and what are investments are doing. There is so much uncertainty right now, that it’s hard not to be overwhelmed and...
by Jamie Bosse | Jun 19, 2020 | Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions
Six months ago, if you told me I would be at home with my four kids while still working full time, I would have laughed hysterically and said that is the most ridiculous thing I’ve ever heard. Back when I did work from a home office, people would often say to me,...
by Jamie Bosse | Apr 9, 2020 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
Your parents drop by to “see” the grandkids. They stand outside the back-patio window and wave joyously to the 4 kids inside. The kids start jumping up and down, squealing with excitement and run to open the door. The grandparents start waving their arms in panic and...
by Jamie Bosse | Dec 17, 2019 | Featured, Financial Planning, Life Planning
The holiday season is upon us! To some this brings feelings of joy as they think of the fun they will have celebrating with family and friends. To others, this time of year brings feelings of anxiety as they picture themselves running around in an apron, their home...
