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Money Boss Mom

Jamie Bosse Is Promoting Financial Literacy for All Ages. Wealth Manager Jamie Bosse, CFP® has kicked off National Financial Literacy Month with a cover feature in the Manhattan Citylife magazine. She discovered a passion for financial planning because it involved...

Stewart Koesten Achieves Global Financial Planning Designation

Certification affirms knowledge of fundamental principles and strategies for complex international financial planning. The Global Financial Planning Institute (GFPI), the authority in international and cross-border financial planning, has authorized Stewart Koesten...

How To Talk About Money & Finances With Your Partner

Wealth Manager, Jamie A. Bosse, CFP®, RFC, CCFC was quoted in an article from Mind Body Green that addresses how to talk about money with your honey. “What is something you are proud of financially? What is something you regret?” Jamie, the author of Money...