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 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 Jamie Bosse | Mar 1, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Why Hire a Financial Planner? To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, pets, friends, community, finances, in addition to your personal...
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 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...
