by Angela Kreps | May 26, 2021 | Career Planning, Featured, Financial Planning, Insurance, Investments, Life Planning, Life Transitions
Before joining Aspyre Wealth Partners® I successfully navigated two career pivots. Both times my family and I used COBRA for health insurance. (That’s my mom and our youngest daughter in the picture. I share more about them in our seminars.) Recently I learned...
by Stewart Koesten | May 3, 2021 | Estate Planning, Featured, Life Transitions, Retirement Planning
Imagine this: After being cooped up in your home during the winter and being unable to travel anywhere, you decided you had had enough and began to think about spending your time differently. Perhaps you would spend the winters in Florida, working remotely, enjoying...
by Stewart Koesten | Mar 29, 2021 | Featured, Life Planning, Retirement Planning
Planning For Travel Today – Three Ways To Plan Flexibility It should come as no surprise that I am big on planning. That’s why we started to plan our 2021 trips in the throes of the COVID-19 Virus pandemic last year. Like many, all our travel plans in 2020 were...
by Jessi Chadd | Mar 26, 2021 | Featured, Financial Planning, Life Planning
The Gift of the Gap: Aligning Spending with Values I feel safe in saying that we can see a light at the end of this pandemic tunnel and it is not a train speeding towards us. It has been a year since we went into lockdown to try and control the spread of COVID 19....
by Jessi Chadd | Mar 12, 2021 | Estate Planning, Featured, Financial Planning, Insurance, Investments, Life Planning, Life Transitions
As our country continues to be impacted by the COVID 19 pandemic, The American Rescue Plan Act of 2021 was signed into law on March 11, 2021. While you have likely read about this Act by now, we wanted to provide you with the areas that might be of most interest to...
by Stewart Koesten | Mar 11, 2021 | Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Congratulations! You’ve made the decision to buy a holiday home abroad. You decided to buy rather than rent because you plan to use the home often, or because you think renting is throwing away money (not the case). Perhaps, you think there is some financial...
by Jessi Chadd | Feb 23, 2021 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Retirement Planning
UPDATE: You now have until May 17, 2021 to fund these plans since the IRS tax filing deadline was extended At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term but also...
by Joni Lindquist | Feb 17, 2021 | Featured
This article was originally published in Rethinking65 As we work with clients throughout their primary career, the emphasis is often on making money and advancement. I’ve advised friends, colleagues and clients for years when considering promotions or job changes to...
by Stewart Koesten | Feb 8, 2021 | Estate Planning, Featured, Financial Planning, Inspiration Everywhere, Investments, Life Planning, Life Transitions, Retirement Planning
Living abroad doesn’t necessarily mean owning a property abroad. In fact, renting is a terrific way to live in a lot of different places over time without the hassle of buying and selling real estate. It’s also a great way to figure out where you want to own property,...
by Jamie Bosse | Jan 25, 2021 | Featured
As mid-February is upon us many of us are wondering what happened to our New Year’s resolutions. We all know the drill: Around the holidays people typically spend too much money and eat way too much junk food. January first hits and they vow to save their money...
