Is your “dream team” ready for the big game? Being in good financial shape takes a lot of blocking, tackling, and offensive moves. Here are the key players in the lineup for your FINANCIAL Offense and Defense: TEAM OFFENSE TEAM DEFENSE Income Life Insurance...
Buying a home is one of the most important financial decisions anyone can make. Jamie Bosse, CFP® shares the top four mistakes first-time homebuyers make, and a few tips on how to avoid them. Be careful out there Housing is an intensely local market influenced by...
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...
Jamie Bosse, CFP® is featured in this episode of the Kansas City PBS “Age Old Questions” series. She walks you through key tips and shares important resources to ensure your estate plan will support your needs as you age Watch the Full Episode on...
Get in the game-day spirit this autumn. In her article for The Kansas City Star, Joni Lindquist, CFP® suggests approaching your money life like a football team. Hire coaches, Understand where you are and where you want to go, Build a playbook, and Practice new plays...
