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Most Boomers Are Less Than 10 Years From Retirement…

5 Ways To Make Sure You’re On Track Jamie Bosse, CFP® provided GoBankingRates.com a general rule of thumb for knowing when someone is on track with their retirement savings…but as always there is no guarantee because everyone’s situation is different....

I’m About To Retire and Want To Raid My 401(k) To Buy A Home

‘Am I out of my mind?’ Jamie Bosse contributes to this MarketWatch article seeking to answer a reader’s question regarding the use of 401(k) savings to purchase a home.  Naturally, she needs to know much more about the individual’s circumstances to offer any kind of...

Rewarding Choices

Consider these factors to get the most out of your credit card. According to U.S. Federal Reserve Research, 84% of adults in the U.S. had a credit card in 2021. The banking industry offers cards with a wide range of rewards or perks to attract and incentivize customer...

Kyle Strehlow Earns CFP(R) Designation

Financial Planning Associate at Aspyre Wealth Partners, Kyle Strehlow has completed the CERTIFIED FINANCIAL PLANNER™ certification. This is a significant achievement and affirmation Strehlow meets a standard of excellence in financial planning. Aspsyre strongly...

Jessi Chadd Receives National Recognition from InvestmentNews

InvestmentNews has recognized Jessi Chadd, CFP®, CeFT®, as a 2023 40 Under 40 Honoree. Chadd was chosen from a pool of about 1,000 nominees from across the country by a panel of reporters, editors, and other representatives of InvestmentNews, to make a list of 40...