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Six Things I Learned from My Mom

Unfortunately, I lost my mother over 20 years ago, yet most days don’t go by without me thinking of her. In honor of Mother’s Day, I’ve narrowed down my mom’s impact to six “big” lessons learned: 1. Everyone Deserves Respect. My mother wouldn’t understand all the hate...

The Importance of Doing a Home Inventory

If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...

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...

Life Insurance – Why and When You Need It

If you think about it, we insure a lot of things in our lives without giving it a second thought – our homes, cars, jewelry, and bicycles – our STUFF.  When it comes to insuring our biggest asset, OURSELVES and our ability to generate income, many people are...

Celebrate National Love Your Pet Day 2019!

February 20 is National Love Your Pet Day.1 It’s estimated that 85 Million households in the US owned a pet in 2018! Count many of us at Aspyre Wealth Partners in the 85 million, mostly with dogs. My dog Quincy is a loveable, 82 pound (give or take) golden retriever...