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....
As financial planners, we often talk with clients about ways to either save money or make their money work for them. With credit cards, we like to see clients use credit cards where they at least get rewarded for their spending. Which credit card is best? It depends...
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...
In case you missed it, Jamie Bosse, CFP® RFC, recently published her first children’s book, Milton The Money Savvy Pup: Brings Home The Bacon! Here’s a quick look into why she decided to write the book and what you can expect from Milton! Joni: What is the...
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,...
