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Tips for First-Time Homebuyers

Buying a home is one of the most important financial decisions anyone can make. Jamie Bosse, CFP® shares the top four mistakes first-time homebuyers make, and a few tips on how to avoid them. Be careful out there Housing is an intensely local market influenced by...

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...

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...