An investment portfolio is a vehicle to help you achieve your financial goals. Like a car that takes you to your target destination, an investment portfolio requires some occasional maintenance to operate properly and run efficiently. It is easy to put off and...
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...
Aspyre Wealth’s Jamie Bosse spoke to Financial Planning Magazine about common challenges she sees when helping clients with 529 plans. Jamie specifically addressed the difficulties that can arise with some plans when clients use 529s to fund K-12 private school. Using...
Jamie Bosse, CFP® is featured in this episode of the Kansas City PBS “Age Old Questions” series. She walks you through key tips and shares important resources to ensure your estate plan will support your needs as you age Watch the Full Episode on...
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...
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...
These Errors On Your Tax Returns Could Impact Your Returns Avoid record-keeping errors or risk overpaying at tax time according to Lucas Bucl, an Aspyre tax planning specialist who chimed in with his input for an article on TheStreet. Lucas Bucl, a certified financial...
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....
‘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...
Lucas Bucl, Chief Investment Officer at Aspyre shares insights on CBSNews regarding the best low-risk investment that offers high returns. “CDs through FDIC-insured banks are offering competitive yields,” says Lucas Bucl, a certified financial planner at...
