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...
In case you hadn’t seen the news, the Biden Administration announced a student loan cancellation plan and also continued the pause on federal student loan repayments, interest and collections through December 31, 2022. Read on to gain insights from our team about how...
Local financial planner shares advice through books Kristina Jackson kjackson@themercury.com Jul 12, 2022 When reading tips for how best to save money for the future, it is easy to get overwhelmed, said Jamie Bosse, a financial planner in Manhattan. Bosse wants to...
KEY POINTS Today’s financially troubled adults may be setting up future generations for failure, so it’s important parents instill money management skill and values in kids of all ages. Kids who grow up with a good financial education are less likely get stuck in debt...
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
