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Preparing for Your First Meeting with a Financial Planner

So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...

Avoid These 6 Bad Money Habits to Keep Your Financial Planning on Track

Ask yourself this question and answer honestly, “Are you mismanaging your money?” If your spending continues to outpace your earnings, the answer may be “yes.” At Aspyre Wealth Partners, we help our clients Master What’s Next® in their lives. To get on the right path,...

Jamie Bosse on KCUR’s Smart Money Experts

Aspyre Wealth Partners, Lead Financial Planner, and @MoneyBossMom, Jamie Bosse, CFP®, RFC, was recently featured on KCUR 89.3’s Smart Money Experts! For young couples just starting out, financial decisions abound. Are there student loans left to pay off? Should...