Jamie Bosse Is Promoting Financial Literacy for All Ages. Wealth Manager Jamie Bosse, CFP® has kicked off National Financial Literacy Month with a cover feature in the Manhattan Citylife magazine. She discovered a passion for financial planning because it involved...
Wealth Manager, Jamie A. Bosse, CFP®, RFC, CCFC was quoted in an article from Mind Body Green that addresses how to talk about money with your honey. “What is something you are proud of financially? What is something you regret?” Jamie, the author of Money...
“We spent HOW MUCH on that?” How often have heard this or said it yourself? Money is an emotionally charged topic, so it is no surprise that many couples fight about it. In a survey by Orion, 42% of American adults said they have disagreements about money with their...
There are a lot of perks that can make overseas retirement attractive. Stewart shares what you need to know about choosing a destination, unique financial considerations, access to retirement benefits when you move overseas, and more. “You don’t want to...
5 Ways To Make Sure You’re On Track Jamie Bosse, CFP® provided GoBankingRates.com a general rule of thumb for knowing when someone is on track with their retirement savings…but as always there is no guarantee because everyone’s situation is different....
