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Mint Shut-Down: Other Options For Personal Budgeting Apps

By Joni Lindquist, MBA,CFP® | Trusted Advisor and Career Coach As of March 23, 2024, Intuit has announced it will shut down Mint, the personal budgeting platform.  Personal budgeting apps allow users to create budgets, link accounts, and track expenses.  Mint was a...

Tips for First-Time Homebuyers

Buying a home is one of the most important financial decisions anyone can make. Jamie Bosse, CFP® shares the top four mistakes first-time homebuyers make, and a few tips on how to avoid them. Be careful out there Housing is an intensely local market influenced by...

Ready To Get Your Finances In Order?

Get in the game-day spirit this autumn. In her article for The Kansas City Star, Joni Lindquist, CFP® suggests approaching your money life like a football team. Hire coaches, Understand where you are and where you want to go, Build a playbook, and Practice new plays...

Top 3 Motivational Money Messages

Jamie Bosse, CFP®, RFC, CCFC, a Financial Planner with Aspyre Wealth Partners, an author, and a financial educator joined Mac Gardner, CFP® on an episode of “3 Pointers” to share her Top 3 Motivational Money messages for friends and clients....

The SECURE Act 2.0: What You Need to Know

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...