by Joni Lindquist | Sep 14, 2020 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to...
by Joni Lindquist | Sep 2, 2020 | Featured, Life Planning, Life Transitions
Adjusting around the things we can’t do safely has been a major focus for all of us during the pandemic. However, as summer winds down, you and your family might want to start thinking about what you can still do together before the end of the travel season....
by Joni Lindquist | Aug 24, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social...
by Joni Lindquist | Aug 12, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sending your kids to college, or picking out dream retirement destinations with your spouse. But life has a way of...
by Jessi Chadd | Aug 10, 2020 | College Funding, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions
https://aspyrewealth.com/wp-content/uploads/2020/08/New-Project.mp4 The tip I have for you today was around decision making. Because when we go through big changes, especially if you feel like you’re in those two middle stages of ending and passage, it can start...
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 Joni Lindquist | Jul 7, 2020 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning
Working from home provides flexibility but it comes with challenges for leaders, especially in times of crisis and disruption like many of us are facing. In this 10 minute video, Joni draws on her years as an executive coach at Aspyre Wealth Partners and her career in...
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 Jessi Chadd | May 1, 2020 | Featured, Financial Planning, Life Planning, Life Transitions
It goes without saying, we are in uncertain times. Most of us have never been here before — and hope, if we are being honest, to never be here again. Uncertainty is not welcomed by most. It makes us nervous/anxious/worried and feels very uncomfortable. ...
