by Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
by Joni Lindquist | Mar 20, 2020 | Featured, Life Planning, Life Transitions
These are certainly unprecedented times. Most organizations and companies are having their workers work remotely. Over these last two weeks, we were encouraged to stay at home and minimize interaction with other people. It appears this may go on for a while....
by Jessi Chadd | Mar 20, 2020 | Featured, Financial Planning, Life Planning, Life Transitions
New Normal After the stock market downturn in 2008/2009, the term “New Normal” became a popular phrase. It referred to resetting expectations with stock market returns and accept what would be the “new normal” in terms of returns. I often found...
by Colleen Wysong | Mar 20, 2020 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
Like many mothers and some fathers, I have always struggled with the decision to work outside of the home. I have cried many days and had endless hours of guilt sitting in my office thinking about leaving my children. Ultimately though, I believe I am a better mom...
by Matt Starkey | Mar 18, 2020 | Career Planning, Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions
Here are 8 facts for dealing with uncertainty this week. As we are calling each and every one of our clients, these are the thoughts I’m sharing. They might help ease your concerns, too. Not only are markets challenging our resolve, but people are disrupted by...
by Lucas Bucl | Mar 2, 2020 | Featured, Financial Planning, Investments, Life Planning
Over the last seven trading days, U.S. stocks have gone from all-time highs to falling to a market correction. While this has been a remarkably quick decline, market corrections are a normal part of investing and come along about once every year or so. It would have...
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...
