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Medicare Seminar Q & A Supplement

Medicare Seminar Q & A Supplement

Jul 14, 2023 | Financial Planning, Holistic Financial Planning, Resources

Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
How does “time in the market” work to your advantage?

How does “time in the market” work to your advantage?

Jan 29, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources

Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in...
Providing for your family when you’re gone

Providing for your family when you’re gone

Jan 16, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources

“How can I provide for my loved ones when I’m gone?” What would your loved ones do without you? It’s hard to contemplate, especially if you’re still young. However, if you’re a primary earner in your household, preparing now can help ensure that your partner, children...
Understanding what makes education affordable

Understanding what makes education affordable

Dec 27, 2022 | Education, Financial Planning, Holistic Financial Planning, Resources

“How can I make sure my kids can afford to go to college?” A college degree has never been more important. Today, many jobs that pay a living wage require at least a bachelor’s degree.  If you’ve got children or are planning a family, you may wonder how you can...
Financial Planning for Your Growing Family

Financial Planning for Your Growing Family

Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Resources

“My family is growing. What do I need to do financially to get ready?” Having children will change your life in so many ways, but the part you may not anticipate is how expensive a growing family can be. A professional can help you get your finances in order as you...
Saving for the Experience of a Lifetime

Saving for the Experience of a Lifetime

Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources

“How can I plan for the experiences of a lifetime?” Do you long for a secluded beach? The opportunity to learn a new skill? A chance for multiple generations of family to gather? A night out at an expensive restaurant?  Experiences make our lives richer.  In...
Including healthcare costs in your financial plan

Including healthcare costs in your financial plan

Nov 1, 2022 | Financial Planning, Holistic Financial Planning, Resources

“How can I make sure I can cover healthcare costs?” Healthcare costs are high and growing, but your financial professional can help you prepare for the unexpected expenses that can come with injury or illness. The Centers for Medicare and Medicaid...
How to survive and thrive when one spouse retires before the other

How to survive and thrive when one spouse retires before the other

Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Resources

Retiring can be complex, even at the best of times. When couples stagger their retirement dates, there can be further challenges — and benefits. While the traditional assumption has been that couples will finish their working lives together and start enjoying all the...
Caregiving and finances: it’s all in the family

Caregiving and finances: it’s all in the family

Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources

As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the...
Seven factors to consider if you want to move when you retire

Seven factors to consider if you want to move when you retire

Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources

While many people would like to stay in their homes as they age, it’s not always possible or practical. For example, your current home may be on two or more floors, which could be difficult for someone with mobility issues. It may be too large to maintain or be too...
Market Timing and Investing

Market Timing and Investing

Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources

“Should I start investing now or wait till stock prices go down?” [or] “What is the cost of waiting to invest?” It’s often a good idea to consider investing as soon as you can. While the stock market goes up and down from day to day, your financial professional can...
Planning for Real Estate Opportunities

Planning for Real Estate Opportunities

Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources

“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a...
Why Diversification is so important to your future finances

Why Diversification is so important to your future finances

Aug 27, 2022 | Financial Planning, Investments, Resources

When times are uncertain, it can be reassuring to have a solid, well-thought-out investment strategy designed to serve you well for the long haul, no matter what’s happening in the world or the markets. One of your first steps in developing such a strategy may be to...
Set up future generations for success

Set up future generations for success

Jul 31, 2022 | Financial Planning, Investments, Resources

Considering life insurance for more than just funeral costs In the United States today, 60% of the nation’s wealth is inherited or passed from one generation to the next. Yet that wealth is not spread equally among the different races in America. Sadly, only 8% of...
How to budget for retirement ahead of time 

How to budget for retirement ahead of time 

Jul 31, 2022 | Financial Planning, Investments, Resources

As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If...
How to take over your parents’ finances when they’re no longer able

How to take over your parents’ finances when they’re no longer able

Jul 31, 2022 | Financial Planning, Investments, Resources

If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if...
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Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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