by Jessi Chadd | Aug 18, 2022 | Financial Planning, Investments, Retirement Planning
Series I Bonds – What You Need to Know and Are They for You? You may have seen a headline or two about Series I Bonds this year. There is a good likelihood you have not heard much about these bonds in the past. The reason for their recently popularity is Series I...
by Stewart Koesten | Aug 17, 2022 | Life Planning, Retirement Planning
Looking for financial-savvy travel tips for traveling in England post-Covid? You are in the right place. Aspyre Wealth Partners® Chairman, Stewart S. Koesten recently completed the Cert(IM) designation through the Investment Migration Council (London). This is the...
by Lucas Bucl | Jul 28, 2022 | Financial Planning, Retirement Planning
Turbulent financial times can lead to long-term success for savvy investors by Lucas Bucl, CFP® It has been a tough year in the investment markets. The stock market is down considerably, with the S&P 500 index off over 16% this year (through July 19). The US bond...
by Jamie Bosse | Jul 14, 2022 | College Funding, Financial Planning, Life Transitions
Local financial planner shares advice through books Kristina Jackson kjackson@themercury.com Jul 12, 2022 When reading tips for how best to save money for the future, it is easy to get overwhelmed, said Jamie Bosse, a financial planner in Manhattan. Bosse wants to...
by Jamie Bosse | Jun 16, 2022 | College Funding, Financial Planning, Life Planning
KEY POINTS Today’s financially troubled adults may be setting up future generations for failure, so it’s important parents instill money management skill and values in kids of all ages. Kids who grow up with a good financial education are less likely get stuck in debt...
by Jessi Chadd | Jun 9, 2022 | Career Planning, Featured, Life Planning, Life Transitions
I want to share with you an observation I have made recently as I work alongside people helping them navigate their life’s journey. We are starting to figure out life post pandemic and I am noticing that people are very committed when it comes to their time and...
by Lucas Bucl | May 26, 2022 | Featured, Investments
Stock and bond markets have been volatile recently. Since early April, stock prices have steadily moved lower in response to a changing and uncertain investment environment. Over the last several days we have seen large swings both up and down. This is...
by Jamie Bosse | Apr 26, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
by Lucas Bucl | Apr 22, 2022 | Financial Planning, Investments
Inflation is running hot. The costs of many things we buy, from gas and groceries to vehicles, have shot up as we transition out of the pandemic. The most recent Consumer Price Index (CPI) report from Bureau of Labor Statistics showed inflation was 7.9% over the prior...
by Jessi Chadd | Apr 5, 2022 | Featured, Financial Planning, Retirement Planning
At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term and also long-term goals like retirement. Annual funding of an Individual Retirement Account (IRA), a ROTH IRA, and/or a...
