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Age-Old Questions | Unlocking Social Security Benefits

Jamie Bosse CFP® Wealth Manager at Aspyre Wealth Partners partnered with Kansas City PBS for their “Age Old Questions” series. In this episode, Jamie  explains Medicare and long-term care insurance. She also provides strategies to maximize your benefits as...

Jessi Chadd Receives National Recognition from InvestmentNews

InvestmentNews has recognized Jessi Chadd, CFP®, CeFT®, as a 2023 40 Under 40 Honoree. Chadd was chosen from a pool of about 1,000 nominees from across the country by a panel of reporters, editors, and other representatives of InvestmentNews, to make a list of 40...

Would a KC Super Bowl Win be BAD for the Stock Market?

Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!? Does the winner of the big game influence the stock market somehow? There is an old...

Tips For Talking With Kids About Money

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...

Why Hire a Financial Planner?

To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, community, and finances, in addition to your personal health and well-being. Financial planning...