by Jessi Chadd | Feb 24, 2023 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
The SECURE Act 2.0 Has Taken Effect Here’s What You Need to Know Most changes from the SECURE Act 2.0 are set to go into effect in 2024 or later. We are here to guide you through those changes so adjustments can be made as necessary to help keep your long-term...
by Jamie Bosse | Feb 10, 2023 | Financial Planning, Investments, Life Planning
Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!? Does the winner of the big game influence the stock market somehow? There is an old...
by Joni Lindquist | Nov 3, 2022 | Estate Planning, Featured, Financial Planning
Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world,...
by Jamie Bosse | Oct 26, 2022 | Estate Planning, Featured, Financial Planning
Estate planning (planning for what happens to your assets when you die) is probably the spookiest part of any financial plan. This Halloween is the perfect time to face your fears and get educated on why this is such an important part of everyone’s plan. No one likes...
by Stewart Koesten | Oct 26, 2022 | Estate Planning, Featured, Inspiration Everywhere, Retirement Planning
Getting a second passport is in vogue these days. The desire to secure citizenship in another country, and with it a second passport, might be driven by fear, but also for educational, employment or business opportunities that an alternative citizenship might provide...
by Jamie Bosse | Oct 14, 2022 | Featured, Financial Planning, Retirement Planning
The Social Security Administration announced an 8.7% bump in benefits in 2023. You might be asking, “What does this mean?” Those receiving benefits can expect an 8.7% raise in pay next year. This is a big deal. To put it in perspective, this is...
by Joni Lindquist | Oct 4, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Nearing Social Security age? Take these factors into account before signing up. Joni Lindquist, MBA, CFP®, outlines four critical questions to help you analyze what is right for you. This article was written by Joni Lindquist and was originally published in the Kansas...
by Stewart Koesten | Sep 1, 2022 | Featured, Financial Planning, Life Planning, Retirement Planning
Looking for financial-savvy travel tips for traveling in Ireland? You are in the right place. Aspyre Wealth Partners® Chairman, Stewart S. Koesten recently enjoyed a trip to England and Ireland after completing the Cert(IM) designation through the Investment Migration...
by Jessi Chadd | Aug 31, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
If we are not well with money, everything from relationships to our work is affected. What does it mean to be “well” with money? We know what it means to be well with our bodies, our minds, our hearts and our souls. I can remember my papa singing the old hymn “It Is...
by Angela Kreps | Aug 25, 2022 | College Funding, Featured
In case you hadn’t seen the news, the Biden Administration announced a student loan cancellation plan and also continued the pause on federal student loan repayments, interest and collections through December 31, 2022. Read on to gain insights from our team about how...
