by Jessi Chadd | Apr 5, 2022 | Featured, Financial Planning, Retirement Planning
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...
by Joni Lindquist | Jun 18, 2019 | Financial Planning, Retirement Planning
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...
by Joni Lindquist | May 3, 2019 | Financial Planning, Retirement Planning
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 Lauren Hinds | May 29, 2018 | Financial Planning
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....
by Jen Hildebrand | Jan 24, 2018 | Financial Planning
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...
