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5 Key Tips for Advisors on 529 College Savings Plans

Aspyre Wealth’s Jamie Bosse spoke to Financial Planning Magazine about common challenges she sees when helping clients with 529 plans. Jamie specifically addressed the difficulties that can arise with some plans when clients use 529s to fund K-12 private school. Using...

Student Loan Cancellation Plan – What You Need To Know

In case you hadn’t seen the news, the Biden Administration announced a student loan cancellation plan and also continued the pause on federal student loan repayments, interest and collections through December 31, 2022. Read on to gain insights from our team about how...

Local Financial Planner Shares Advice Through Books

Local financial planner shares advice through books Kristina Jackson kjackson@themercury.com  Jul 12, 2022 When reading tips for how best to save money for the future, it is easy to get overwhelmed, said Jamie Bosse, a financial planner in Manhattan. Bosse wants to...

Tips For Talking With Kids About Money

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...