Resources
Enhancing Financial Decision Making℠
Ascend Planning is here to equip you on your journey.
We’ve compiled some helpful resources as you begin your ascent to financial wellness. Let us know if you have any questions by sending us an email or giving us a call today at 888-660-4300.
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How does “time in the market” work to your advantage?
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
“How can I provide for my loved ones when I’m gone?” What would your family 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 and...
Understanding what makes education affordable
“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
“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
“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...
Investing in your passions
“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather do. Maybe you always wanted to learn to play the piano. Maybe you have an idea for a small business. Maybe you’re...
Including healthcare costs in your financial plan
“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
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
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
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...
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