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Ascend Advisory Group
- Nov 30, 2022
- 6 min
Charitable Giving: Maximizing your Impact
By Adam E. Day, Financial Advisor Charitable giving is an American tradition, we even have a season called ‘giving season’, where many of...


Ascend Advisory Group
- Nov 4, 2022
- 1 min
Medicare Basics
CAR-1022-02356

Ascend Advisory Group
- Sep 13, 2022
- 5 min
Back to School: Planning for the Future Cost of College
By Adam E. Day, Financial Advisor It seems like every year, Labor Day comes and goes and we think, what happened to summer? The kid’s...

Ascend Advisory Group
- Apr 8, 2022
- 5 min
Understanding donor-advised fund basics
Donor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...

Ascend Advisory Group
- Apr 8, 2022
- 3 min
Giving well: How can philanthropy be more focused and fulfilling?
How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...


Ascend Advisory Group
- Oct 7, 2021
- 3 min
Five Important Estate Planning Documents to Consider
Many people think that estate planning doesn’t apply to them, but everyone needs an estate plan. A good estate plan will help determine...
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