For those of you nearing your Social Security age, deciding when to take it is a key decision in your retirement planning. While you’ve probably read some rules of thumb about claiming your benefits, the truth is that the best time to take Social Security depends on...
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...
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...
I want to share with you an observation I have made recently as I work alongside people helping them navigate their life’s journey. We are starting to figure out life post pandemic and I am noticing that people are very committed when it comes to their time and...
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...