by Jamie Bosse | Aug 7, 2020 | Career Planning, College Funding, Featured, Financial Planning, Life Planning
You may have heard that 529 plans can be used for more than just college expenses. The tax act passed in late 2017, expanded the use of 529 education savings plans to include private elementary and secondary school tuition costs. As with every tax law, there are rules...
by Jamie Bosse | Jul 29, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning
Lately, it feels like the world has turned on its head. An invisible threat is lurking in our midst, changing the way we work, the way we interact, and what are investments are doing. There is so much uncertainty right now, that it’s hard not to be overwhelmed and...
by Joni Lindquist | Jul 7, 2020 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning
Working from home provides flexibility but it comes with challenges for leaders, especially in times of crisis and disruption like many of us are facing. In this 10 minute video, Joni draws on her years as an executive coach at Aspyre Wealth Partners and her career in...
by Angela Kreps | Apr 7, 2020 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
NOTE: The Coronavirus Aid, Relief and Economic Security (CARES) Act passed by Congress and signed into law by the president on March 27, 2020, is an extensive document with more than 800 pages of text. We are breaking down many of the aspects of the Act which...
by Joni Lindquist | Apr 6, 2020 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning
In these unsettling times, when much is unknown, and our daily lives have been dramatically upended, it may be too easy to feed on negativity. We’ve often heard about the power of positivity, yet the power (destructive) of negativity is all too real also. Two key...
by Angela Kreps | Apr 3, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
Updated Information on April 6, 2020: Over the last few days it appears the SBA is now adjusting the $10k advance payment for enterprises with fewer than 10 employees to $1,000 per employee. Enterprises with 10-500 employees are eligible to receive the $10k advance...
