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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...

Tips For Talking With Kids About Money

Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...

Two Simple Tax Savings Tips

At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term and also long-term goals like retirement. Annual funding of an Individual Retirement Account (IRA), a ROTH IRA, and/or a...