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...
by Joni Lindquist | Sep 2, 2021 | Career Planning, Featured, Life Planning
Your paycheck pays the bills, but the total benefits you receive can have just as big of an impact on how you feel about the work you do and how that work affects life for you and your family. Here are four ways that your benefits can boost your total compensation –...
by Joni Lindquist | Aug 13, 2021 | Featured
NOTE: This article about what makes a happy life is reprinted with permission. It was originally published in the Kansas City Star on August 10, 2021 What makes a good life? Meaning and comfort are up there, but there’s another factor. Money helps, but...
by Angela Kreps | Aug 3, 2021 | Featured, Financial Planning, Life Planning, Life Transitions
My husband is our family CFO. Last week he had me print out an earnings statement to check our payroll deductions. It’s on our back-to-school checklist. Our income is somewhat variable. We don’t want to end up owing too much money to the IRS next spring, so we check...
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 Aspyre seminars.) Recently I...
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....
