by Allan Naranjo | Feb 18, 2020 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
What is The SECURE Act? To keep you up to date on changes that may impact your financial life, below is a summary of the SECURE ACT. Setting Every Community Up for Retirement Enhancement Act or SECURE Act was passed by the Senate on December 19, 2019. This Act puts...
by Angela Kreps | Feb 13, 2020 | Featured, Life Planning, Life Transitions
Angela and her older brother with her dad when he graduated from pharmacy school My dad passed away almost eight years ago. Months before he got sick we were talking about trusts and estate planning because my husband and I were updating our own estate documents. We...
by Jessi Chadd | Jan 31, 2020 | Featured, Financial Planning, Life Planning, Life Transitions
Now What? You know what was and you know what could be but how do you get there? You anticipated a big life transition or maybe you didn’t and you were flung right into the ending stage (See https://aspyrewealth.com/a-roadmap-for-the-valleys-in-life/). You...
by Jessi Chadd | Jan 16, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
The holiday season has come and gone again. Likely your waistline is feeling a bit full while your wallet is feeling a bit empty. We resolve in the new year to eat healthy and exercise more because, well, we know that is what we should do. New Years Day and you find...
by Jessi Chadd | Dec 30, 2019 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
When you are facing a big life transition (death of a loved one, divorce, selling a business, retiring, having a child, getting married, etc.), one of the most overwhelming parts of the transition can be the Ending Stage. You will know you have reached this stage in...
by Jamie Bosse | Dec 17, 2019 | Featured, Financial Planning, Life Planning
The holiday season is upon us! To some this brings feelings of joy as they think of the fun they will have celebrating with family and friends. To others, this time of year brings feelings of anxiety as they picture themselves running around in an apron, their home...
by Jamie Bosse | Dec 6, 2019 | Featured, Financial Planning, Life Planning
What happened? You blinked and all of a sudden Thanksgiving is over! Christmas is right around the corner, and you feel unprepared to say the least. Now what? The holiday season is notorious for causing people to overspend and maybe rack up dangerous amounts of...
by Jessi Chadd | Nov 20, 2019 | Featured, Financial Planning, Life Planning, Life Transitions
To Anticipate or To Not – 3 Ways to Manage the First Stage of a Life Transition In our previous post -The Struggle Is Real – How To Flow Through Big Life Changes – we discussed the four stages typically seen in a major life transition. Whether it...
by Joni Lindquist | Nov 12, 2019 | Career Planning, Featured, Life Planning
Technology – human connection is ever more important. The old command and control form of leadership doesn’t’ work as well in our information rich workplace. Plus, technology specifically Artificial Intelligence, has the power to do many jobs that humans do today. ...
by Joni Lindquist | Nov 1, 2019 | Career Planning, Featured, Life Planning
I recently read a book by Thomas Friedman (The World is Flat) titled Thank You for Being Late1. In it, he argues that the rate of change in technology, globalization and climate is profoundly re-shaping our world, including our workplaces and jobs. For example, in...
