by Joni Lindquist | Sep 18, 2018 | Featured, Financial Planning, Life Planning
By Joni Lindquist I recently wrote about the growing likelihood that some of us will live to 100. While a longer life is a good thing, it will also present challenges – and unfortunately, sometimes financial predators. At a conference in May, I heard Philip Astor...
by Jamie Bosse | Sep 10, 2018 | Featured, Financial Planning, Life Planning
By Jamie Bosse Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week! Saving money and losing weight...
by Joni Lindquist | Sep 3, 2018 | College Funding, Financial Planning, Life Planning
By Joni Lindquist, MBA, CFP® The school year is upon us! We all know that college costs have been rising over the last decades. For example, at a private college, tuition, room and board was $45,370 in 2017. However, the average student paid only $26,080, according...
by Chrissy Hatcher | Aug 31, 2018 | Featured, Financial Planning, Investments
Aspyre Wealth Partners, Principal, Lucas Bucl, CFP®, was recently featured on KCUR 89.3’s Smart Money Experts podcast segment, “Socially Responsible Investing.” What is Socially Responsible Investing? What are the Pros and Cons? How can this be...
by Jamie Bosse | Aug 27, 2018 | Featured, Financial Planning, Life Planning
By Jamie Bosse Have you ever heard the phrase, “If you don’t have an umbrella, it will be sure to rain”? Many Americans currently live paycheck to paycheck and have no cash reserves to pay for unexpected expenses or a proverbial “rainy day”. According to the...
by Patrick Amey | Aug 24, 2018 | Financial Planning, Life Planning
By Patrick Amey Student loan debt recently surpassed the $1.5 trillion dollars in a measure1 released by the St. Louis Federal Reserve on August 8, 2018. This amounts to a 144% increase in student loan debt over the past decade. Pundits debate whether this is a...
by Jamie Bosse | Aug 8, 2018 | College Funding, Financial Planning, Life Planning
By Jamie Bosse You’ve kissed your little princess goodbye and sent her off to college this year. She was top of her graduating class, a star athlete, and is the smartest “kid” you know – you are so proud. You’ve supported her financially for the last 18 years and...
by Patrick Amey | Jul 31, 2018 | College Funding, Financial Planning, Life Planning
By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
by Jamie Bosse | Jul 24, 2018 | Financial Planning, Life Planning
By Jamie Bosse The beginning of the school year is undoubtedly a very exciting and very expensive time for parents. It has historically been the second-largest shopping season of the year, second only to the winter holiday season. According to the National Retail...
by Joni Lindquist | Jul 17, 2018 | Career Planning, Financial Planning, Life Planning
By Joni Lindquist Now that we’re past the mid-year point, it’s an ideal time to fine-tune your work activities for the rest of the year so that you meet your 2013 job goals. Building a successful career starts with doing your current job exceedingly well and meeting...
