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, community, and finances, in addition to your personal health and well-being. Financial planning...
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...
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...
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, 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...
