Jamie Bosse, CFP

Stories by Jamie Bosse, CFP

Elderly woman holding hands with unseen caregiver

Caregivers in KC: Planning for the Future

Becoming a caregiver is a responsibility that can sometimes arise unexpectedly. After the birth of a child with a disability, or the health decline of a parent or spouse, caregiving often comes with important financial considerations.  Health care and supply costs for caregivers can add up quickly, and your income may be reduced as you…

A parent holds a baby.

Five Financial Tips for New Parents

It costs about $300,000 to raise a newborn until age 18. Here are five financial tips for new parents.

A hand holding keys to a house.

Four Financial Tips for First-Time Homebuyers

Here are the top four financial mistakes first-time homebuyers make, and a few tips on how to avoid them.

Estate planning photo illustration.

Age-Old Questions | Estate Planning Tips

Jamie Bosse, a certified financial planner, walks you through some key tips and shares resources to ensure your estate planning will support your needs.

Two hands holding a Social Security card.

Age-Old Questions | Unlocking Social Security Benefits

Jamie Bosse, a certified wealth manager and member of Kansas City's Financial Planning Association, reveals key insights for accessing Social Security benefits.

An older adult and a younger person holding hands as they consider long-term care options.

Age-Old Questions | Planning for Long-Term Care

About 70% of Americans aged 65 and older will need long-term care at some point. Here are some financial planning tips to help ensure a good quality of life.

Financial planner Jamie Bosse.

Financial Tips for Teens (That Everyone Can Use)

You don’t have to look far for news about how much financial trouble people are in these days. Financial planner Jamie Bosse is here with five tips for teens.

Tax tips photo illustration.

Reduce the Stress: Here are Simple Tips for Tax Time

Tax season can be stressful, but it doesn’t have to be. Here are some helpful tips to get through tax time with ease.