by Jessi Chadd | Feb 24, 2023 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
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...
by Jamie Bosse | Feb 10, 2023 | Financial Planning, Investments, Life Planning
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...
by Joni Lindquist | Oct 4, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Nearing Social Security age? Take these factors into account before signing up. Joni Lindquist, MBA, CFP®, outlines four critical questions to help you analyze what is right for you. This article was written by Joni Lindquist and was originally published in the Kansas...
by Stewart Koesten | Sep 1, 2022 | Featured, Financial Planning, Life Planning, Retirement Planning
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...
by Jessi Chadd | Aug 31, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
If we are not well with money, everything from relationships to our work is affected. What does it mean to be “well” with money? We know what it means to be well with our bodies, our minds, our hearts and our souls. I can remember my papa singing the old hymn “It Is...
by Stewart Koesten | Aug 17, 2022 | Life Planning, Retirement Planning
Looking for financial-savvy travel tips for traveling in England post-Covid? You are in the right place. Aspyre Wealth Partners® Chairman, Stewart S. Koesten recently completed the Cert(IM) designation through the Investment Migration Council (London). This is the...