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Top 3 Motivational Money Messages

Jamie Bosse, CFP®, RFC, CCFC, a Financial Planner with Aspyre Wealth Partners, an author, and a financial educator joined Mac Gardner, CFP® on an episode of “3 Pointers” to share her Top 3 Motivational Money messages for friends and clients....

The SECURE Act 2.0: What You Need to Know

The SECURE Act 2.0 Has Taken Effect Here’s What You Need to Know Most changes from the SECURE Act 2.0 are set to go into effect in 2024 or later. We are here to guide you through those changes so adjustments can be made as necessary to help keep your long-term...

Would a KC Super Bowl Win be BAD for the Stock Market?

Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!? Does the winner of the big game influence the stock market somehow? There is an old...

Could Seasonal Employment in Retirement Be Right for You?

Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world,...

Goblins, Ghouls, and Wills, Oh My!

Estate planning (planning for what happens to your assets when you die) is probably the spookiest part of any financial plan. This Halloween is the perfect time to face your fears and get educated on why this is such an important part of everyone’s plan. No one likes...