The holiday season is upon us! To some, this brings feelings of joy as they think of all the fun to be had celebrating with family and friends. To others, this time of year brings feelings of anxiety as they picture themselves running around in an apron, a home full...
By Joni Lindquist At Aspyre Wealth Partners, we believe money is merely a tool…used to help you accomplish what you want in life – what you aspire for. And naturally, those wants (and needs) change as you travel life’s journey. While no one can predict the future,...
By Jamie Bosse Many executives and high performing employees earn a large chunk of their income through bonus payouts or other forms of “extra” compensation like restricted stock units or performance awards. Sometimes this “extra” compensation amounts to more than...
By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings. Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...