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Travel Notes – Part 2 – Ireland

Looking for financial-savvy travel tips for traveling in Ireland? You are in the right place. Aspyre Wealth Partners® Chairman, Stewart S. Koesten recently enjoyed a trip to England and Ireland after completing the Cert(IM) designation through the Investment Migration...

Are Series I Bonds For You?

Series I Bonds – What You Need to Know and Are They for You? You may have seen a headline or two about Series I Bonds this year. There is a good likelihood you have not heard much about these bonds in the past. The reason for their recently popularity is Series I...

Turbulent Times

Turbulent financial times can lead to long-term success for savvy investors by Lucas Bucl, CFP®  It has been a tough year in the investment markets. The stock market is down considerably, with the S&P 500 index off over 16% this year (through July 19). The US bond...

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...