by Jamie Bosse | Mar 12, 2019 | Insurance, Life Planning
If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...
by Lucas Bucl | Mar 7, 2019 | Financial Planning, Life Planning
So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...
by Jamie Bosse | Feb 27, 2019 | Financial Planning, Insurance
If you think about it, we insure a lot of things in our lives without giving it a second thought – our homes, cars, jewelry, and bicycles – our STUFF. When it comes to insuring our biggest asset, OURSELVES and our ability to generate income, many people are...
by Jamie Bosse | Feb 25, 2019 | Estate Planning, Featured, Financial Planning
Many people plan to leave assets to specific charities after they pass away. These assets will pass via instructions in their will or trust or perhaps via a beneficiary designation in a 401(k) plan or IRA (Individual Retirement Account). Often times, the donor does...
by Joni Lindquist | Feb 20, 2019 | Financial Planning, Life Planning
February 20 is National Love Your Pet Day.1 It’s estimated that 85 Million households in the US owned a pet in 2018! Count many of us at Aspyre Wealth Partners in the 85 million, mostly with dogs. My dog Quincy is a loveable, 82 pound (give or take) golden retriever...
by Jamie Bosse | Feb 14, 2019 | Financial Planning, Life Planning
It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day? Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to complete the...
by Joni Lindquist | Feb 11, 2019 | Career Planning, Financial Planning
Goal Setting is often the first step in making progress toward success. Actually accomplishing those goals is even more important. Here are 5 tips to help you throughout 2019: 1. Simplify – Sounds easy, never is. We often have too many goals and try to do too...
by Joni Lindquist | Feb 4, 2019 | Financial Planning, Life Planning
I had the opportunity a while back to hear Laura McKnight, co-founder of Mulberry South, and formerly the CEO and president of the Greater Kansas City Community Foundation present some interesting facts about philanthropy in the United States. Ninety percent of U.S....
by Jamie Bosse | Jan 31, 2019 | Financial Planning, Life Planning
The Super Bowl hits a little closer to home this year as our Kansas City Chiefs were so close to making it to the biggest event in football for the first time since before I was born. Now, most of the Midwest and Tom Brady haters everywhere are all suddenly rooting...
by Jamie Bosse | Jan 28, 2019 | Financial Planning, Life Planning
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 (or variations...
