Clicky

Coming of Age

Generational Wealth Considering the size of the baby-boomer population, more wealth than is typical is about to start passing to another generation…an estimated $4 trillion over the next two decades “Those transferring wealth should be preparing...

Boost Your Productivity: Mid-Year Tips to Meet Professional Goals

We recently crossed the mid-year mark and that makes this an opportune time to refine your work strategies to ensure you achieve your 2024 career objectives. Building a successful career begins with excelling in your current role and meeting your targets. So, evaluate...

Expenses You Should Eliminate Now If You Want To Retire In Your 50s

According to GoBankingRates, 74% of Americans say that they are stressed about money and one of the biggest financial concerns that most people face today is how they can save for retirement. Aspyre’s Chief Wealth Officer Jessi Chadd shared with the publication...

Want to Invest in Your Child’s Future? Teach Financial Literacy.

This year, approximately 3.7 million students are expected to graduate from high school in the U.S. According to VisualCapitalist.com, only about 25% of U.S. high school students receive formal personal finance education by the time they graduate. This gap in...

Age-Old Questions Honored with First-Place Award

Jamie Bosse, CFP® was part of a team recently awarded first-place for the Best Public Service Announcement or Campaign by the Missouri Broadcasters Association. Bosse, in collaboration with the Greater Kansas City Financial Planning Association, Kansas City PBS and...

Don’t Let Financial Stress Destroy Your Relationship

Financial stress is a chief concern for many couples. Though financial security is one of the top reasons people give for getting married in the first place, financial stress ranks among the leading causes of divorce in the U.S., according to Forbes. Jamie...

Loud Budgeting: Will It Keep Gen Z Out of Debt?

Re-branding the idea of budgeting for the Gen Z crowd requires making a splash on social media. Enter ‘Loud Budgeting.’ For an explanation, Credello turned to Aspyre. What is loud budgeting, and why did it trend on TikTok? “Loud budgeting promotes being...

Money Boss Mom

Jamie Bosse Is Promoting Financial Literacy for All Ages. Wealth Manager Jamie Bosse, CFP® has kicked off National Financial Literacy Month with a cover feature in the Manhattan Citylife magazine. She discovered a passion for financial planning because it involved...