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...
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....