More investors want to put their money where their values are Aspyre Wealth Partners® Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Up To Date on December 20, 2021 “People increasingly want to consider environmental, social, and governance (ESG)...
Rushing to spend your FSA dollars before year end? You may not need to. Find out in this blog post by Aspyre Wealth Partners® Lead Financial Planner and Money Boss Mom, Jamie A. Bosse, CFP® , RFC. Healthcare Flexible Spending Accounts (FSAs) are known for being “use...
Meet Jamie A. Bosse, CFP®, RFC Jamie is Lead Financial Planner at Aspyre Wealth Partners®. In her work at Aspyre she meets with many parents of young children, helping them navigate the financial aspects of what can be an overwhelming time in their lives. Things like...
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
