It’s the time of year when people start focusing on taxes. Tax forms have appeared in mailboxes and inboxes, and tax preparers are sending reminders to help avoid an April 15 crunch. In my work as a financial planner, people often ask what they can do to reduce their...
At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term and also long-term goals like retirement. Annual funding of an Individual Retirement Account (IRA), a ROTH IRA, and/or a...
When preparing for your tax return this year, please don’t forget that the deadline to make HSA (Health Savings Account) and IRA (both Traditional and Roth) contributions for 2017 is April 15, 2018. HSA Contributions Any individual who has participated in a Qualified...
By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year. Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...
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