by Jessi Chadd | Aug 10, 2020 | College Funding, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions
https://aspyrewealth.com/wp-content/uploads/2020/08/New-Project.mp4 TRANSCRIPT: The tip I have for you today was around decision making. Because when we go through big changes, especially if you feel like you’re in those two middle stages of ending and...
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 Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
by Joni Lindquist | Sep 3, 2018 | College Funding, Financial Planning, Life Planning
By Joni Lindquist, MBA, CFP® The school year is upon us! We all know that college costs have been rising over the last decades. For example, at a private college, tuition, room and board was $45,370 in 2017. However, the average student paid only $26,080, according...
by Allan Naranjo | Aug 24, 2018 | College Funding, Financial Planning, Life Planning
Student loan debt recently surpassed the $1.5 trillion dollars in a measure1 released by the St. Louis Federal Reserve on August 8, 2018. This amounts to a 144% increase in student loan debt over the past decade. Pundits debate whether this is a crisis, and several...
by Jamie Bosse | Aug 8, 2018 | College Funding, Financial Planning, Life Planning
You’ve kissed your little princess goodbye and sent her off to college this year. She was top of her graduating class, a star athlete, and is the smartest “kid” you know – you are so proud. You’ve supported her financially for the last 18 years and now she’s out in...
