You may have heard that 529 plans can be used for more than just college expenses. The tax act passed in late 2017, expanded the use of 529 education savings plans to include private elementary and secondary school tuition costs. As with every tax law, there are rules...
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...
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...
By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety. Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire. While...
