by Joni Lindquist | Sep 15, 2021 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, you may want to reconsider retiring at all––at least in the traditional sense. Many of us don’t like the circumstances we find ourselves...
by Angela Kreps | Aug 3, 2021 | Featured, Financial Planning, Life Planning, Life Transitions
My husband is our family CFO. Last week he had me print out an earnings statement to check our payroll deductions. It’s on our back-to-school checklist. Our income is somewhat variable. We don’t want to end up owing too much money to the IRS next spring, so we check...
by Angela Kreps | May 26, 2021 | Career Planning, Featured, Financial Planning, Insurance, Investments, Life Planning, Life Transitions
Before joining Aspyre Wealth Partners® I successfully navigated two career pivots. Both times my family and I used COBRA for health insurance. (That’s my mom and our youngest daughter in the picture. I share more about them in our Aspyre seminars.) Recently I...
by Jessi Chadd | Mar 26, 2021 | Featured, Financial Planning, Life Planning
The Gift of the Gap: Aligning Spending with Values I feel safe in saying that we can see a light at the end of this pandemic tunnel and it is not a train speeding towards us. It has been a year since we went into lockdown to try and control the spread of COVID 19....
by Jessi Chadd | Mar 12, 2021 | Estate Planning, Featured, Financial Planning, Insurance, Investments, Life Planning, Life Transitions
As our country continues to be impacted by the COVID 19 pandemic, The American Rescue Plan Act of 2021 was signed into law on March 11, 2021. While you have likely read about this Act by now, we wanted to provide you with the areas that might be of most interest to...
by Stewart Koesten | Mar 11, 2021 | Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Congratulations! You’ve made the decision to buy a holiday home abroad. You decided to buy rather than rent because you plan to use the home often, or because you think renting is throwing away money (not the case). Perhaps, you think there is some financial...
