by Jessi Chadd | Feb 3, 2022 | Featured
Earlier this year, we started a dialogue around the concept of Next Normal. This was a response to the ever-present term New Normal. What we have found in our work with clients, who are amid a big life change, is there comes a point where the client desires normal....
by Jessi Chadd | Jan 20, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
by Lucas Bucl | Jan 12, 2022 | Featured, Financial Planning, Investments, Life Planning, Life Transitions
More investors want to put their money where their values are Aspyre Wealth Partners® Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Up To Date on December 20, 2021 “People increasingly want to consider environmental, social, and governance (ESG)...
by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
by Jamie Bosse | Dec 23, 2021 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Rushing to spend your FSA dollars before year end? You may not need to. Find out in this blog post by Aspyre Wealth Partners® Lead Financial Planner and Money Boss Mom, Jamie A. Bosse, CFP® , RFC. Healthcare Flexible Spending Accounts (FSAs) are known for being “use...
by Stewart Koesten | Dec 9, 2021 | Estate Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Traveling to Portugal Portugal is one of the most popular countries to visit right now. There are several reasons for that: It is easy to get to. The living costs there are low It is relatively safe It has the highest Covid19 vaccination rate in Europe...
by Angela Kreps | Nov 22, 2021 | Career Planning, Featured, Financial Planning, Insurance, Life Planning, Life Transitions
Meet Jamie A. Bosse, CFP®, RFC Jamie is Lead Financial Planner at Aspyre Wealth Partners®. In her work at Aspyre she meets with many parents of young children, helping them navigate the financial aspects of what can be an overwhelming time in their lives. Things like...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
by Joni Lindquist | Oct 28, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
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...