by Lucas Bucl | Dec 28, 2018 | Financial Planning, Investments, Retirement Planning
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
by Allan Naranjo | Aug 31, 2018 | Featured, Financial Planning, Investments
Aspyre Wealth Partners, Principal, Lucas Bucl, CFP®, was recently featured on KCUR 89.3’s Smart Money Experts podcast segment, “Socially Responsible Investing.” What is Socially Responsible Investing? What are the Pros and Cons? How can this be...
by Joni Lindquist | Jul 10, 2018 | Estate Planning, Financial Planning, Investments, Life Planning, Retirement Planning
By Joni Lindquist, CFP® Good news! Multiple studies show that we are living longer and are healthier for longer. In research done by Oeppen and Vaupel (2002), it documented that the life expectancy has been increasing two to three years every decade. That means if...
by Jamie Bosse | Jul 3, 2018 | Career Planning, Financial Planning, Investments, Life Planning
By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
by Lucas Bucl | May 1, 2018 | Financial Planning, Investments
By Lucas Bucl Many of us have heard the classic Wall Street adage of “Sell in May and Go Away”. Every year about this time, financial media and stock market pundits often reference the strategy as a warning about the potential of depressed stock market returns during...
by Allan Naranjo | Apr 3, 2018 | Financial Planning, Investments
By Patrick Amey Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties – and unfortunately, sometimes financial predators. Making sure that your income can...
