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Age-Old Questions | Unlocking Social Security Benefits

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...

Common Tax Mistakes

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...

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...

4 Low-Risk Investments With The Highest Returns

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...

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....

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...

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...