Chief Wealth Officer, Jessi Chadd, CFP®, CeFT® was quoted in an article from Go Banking Rates that identifies major problems that can derail retirement plans. “A serious red flag when it comes to a proper retirement plan is keeping all your savings in...
Jamie Bosse CFP® Wealth Manager at Aspyre Wealth Partners partnered with Kansas City PBS for their “Age Old Questions” series. In this episode, Jamie explains Medicare and long-term care insurance. She also provides strategies to maximize your benefits as...
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...
Getting a second passport is in vogue these days. The desire to secure citizenship in another country, and with it a second passport, might be driven by fear, but also for educational, employment or business opportunities that an alternative citizenship might provide...
The Social Security Administration announced an 8.7% bump in benefits in 2023. You might be asking, “What does this mean?” Those receiving benefits can expect an 8.7% raise in pay next year. This is a big deal. To put it in perspective, this is...
