by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
by Jamie Bosse | Dec 23, 2021 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Rushing to spend your FSA dollars before year end? You may not need to. Find out in this blog post by Aspyre Wealth Partners® Lead Financial Planner and Money Boss Mom, Jamie A. Bosse, CFP® , RFC. Healthcare Flexible Spending Accounts (FSAs) are known for being “use...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
by Joni Lindquist | Oct 28, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
by Jamie Bosse | Sep 30, 2021 | Career Planning, Featured, Financial Planning, Life Planning
Still confused about how the child tax credit is working this year? Welcome to the club! Taxes are known to be confusing, but this credit has some extra twists and turns. Let’s take a look at last year compared to this year to get a little context: Last year, the...
