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 Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety. Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire. While...
By Jamie Bosse Many executives and high performing employees earn a large chunk of their income through bonus payouts or other forms of “extra” compensation like restricted stock units or performance awards. Sometimes this “extra” compensation amounts to more than...
Aspyre Wealth Partners, Principal, Lucas Bucl, CFP®, was recently featured on KCUR 89.3’s Smart Money Experts podcast segment, “Socially Responsible Investing.” What is Socially Responsible Investing? What are the Pros and Cons? How can this be...
By Lucas Bucl Many of us have heard the classic Wall Street adage of “Sell in May and Go Away”. Every year about this time, financial media and stock market pundits often reference the strategy as a warning about the potential of depressed stock market returns during...
