Reminder: Personal Tax Extension Deadline is October 16th.
As a gentle reminder, if you filed an extension to file your personal taxes back in April, that deadline to file personal taxes is...
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Ascend Advisory Group
- Sep 19
- 3 min
Tax Bucket Strategies
By Michael Mooney, MBA, CFP, Financial Advisor Is it possible to save TOO much for retirement? The answer is surprisingly yes – sort of!...
Ascend Advisory Group
- Aug 2
- 1 min
2023 Mid-Year Market Update with Tony Reilly
CAR-0723-02676
Ascend Advisory Group
- Jul 14
- 3 min
2023 Mid-year Tax Check-In
By Adam E. Day, Financial Advisor As we enter mid-year for 2023, it is essential to implement effective tax planning strategies to...
Ascend Advisory Group
- May 3
- 5 min
Ohio PERS and STRS - Partial Lump Sum Option Payment (PLOP)
Our team at Ascend Advisory values and thanks our community’s first responders, educators, and public employees for their service and...
Ascend Advisory Group
- Mar 24
- 1 min
How your money is protected
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Ascend Advisory Group
- Mar 8
- 3 min
Five Retirement planning tips for Q1 2023
By Brad Shook, Associate Financial Advisor Changing course or making adjustments early into a journey is much easier than trying to make...
Ascend Advisory Group
- Mar 6
- 1 min
Video: Stock Valuation
CAR-0323-00386
Ascend Advisory Group
- Feb 10
- 1 min
Tax Documents: Planning for your 2022 taxes
CAR-1022-02732
Ascend Advisory Group
- Jan 11
- 2 min
2023 Annual Limits Relating to Your Accounts
by Michael Mooney, CFP®, MBA, Financial Advisor As we are now into 2023, we wanted to make you aware of the updated Contribution/Income...
Ascend Advisory Group
- Dec 14, 2022
- 1 min
2022 Year End Market Update with Tony Reilly
CAR-1222-01638
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 29, 2022
- 4 min
Year End Tax Planning Strategies
By Michael K. Mooney Jr. MBA, CFP, Financial Advisor As we approach the end of the year and celebrate the holidays with our loved ones,...
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
- Aug 12, 2022
- 3 min
The Benefits of Rising Rates
By Michael K. Mooney JR., MBA, CFP® As the Federal Reserve raises interest rates, the cost of borrowing money goes up; This increases...
Ascend Advisory Group
- Jul 12, 2022
- 2 min
Tax Planning Strategies
By Jeremy Wakeland, Account Administrator Here at Ascend Advisory Group, we strive to provide high levels of service and advice to all of...
Ascend Advisory Group
- May 24, 2022
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- Apr 8, 2022
- 4 min
Understanding donor-advised fund basics
Between 2017 and 2021, contributions to donor-advised funds went from $31.38 billion to $72.67 billion and grants from these funds...
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...
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