by Jessi Chadd | Jan 20, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
by Jamie Bosse | Dec 23, 2021 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Rushing to spend your FSA dollars before year end? You may not need to. Find out in this blog post by Aspyre Wealth Partners® Lead Financial Planner and Money Boss Mom, Jamie A. Bosse, CFP® , RFC. Healthcare Flexible Spending Accounts (FSAs) are known for being “use...
by Stewart Koesten | Dec 9, 2021 | Estate Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Traveling to Portugal Portugal is one of the most popular countries to visit right now. There are several reasons for that: It is easy to get to. The living costs there are low It is relatively safe It has the highest Covid19 vaccination rate in Europe...
by Angela Kreps | Nov 22, 2021 | Career Planning, Featured, Financial Planning, Insurance, Life Planning, Life Transitions
Meet Jamie A. Bosse, CFP®, RFC Jamie is Lead Financial Planner at Aspyre Wealth Partners®. In her work at Aspyre she meets with many parents of young children, helping them navigate the financial aspects of what can be an overwhelming time in their lives. Things like...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
by Joni Lindquist | Oct 28, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
by Jamie Bosse | Sep 30, 2021 | Career Planning, Featured, Financial Planning, Life Planning
Still confused about how the child tax credit is working this year? Welcome to the club! Taxes are known to be confusing, but this credit has some extra twists and turns. Let’s take a look at last year compared to this year to get a little context: Last year, the...
by Stewart Koesten | Sep 20, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
If you are traveling, either for work or pleasure, this post includes updated tips for traveling today. Many countries are beginning to open-up for tourism, especially for those visitors who have had their Covid19 series of vaccinations or, at a minimum, are tested...
by Joni Lindquist | Sep 15, 2021 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, you may want to reconsider retiring at all––at least in the traditional sense. Many of us don’t like the circumstances we find ourselves...
