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...
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Ascend Advisory Group
- Aug 12
- 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
- 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
- Jun 10
- 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
- May 24
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- Apr 8
- 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
- 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
- Mar 10
- 1 min
The IRA Contribution Deadline
The IRA Contribution Deadline for 2021 is on April 15th, 2022! If you are interested in making a Traditional IRA or Roth IRA...
Ascend Advisory Group
- Feb 25
- 3 min
Five Retirement planning tips for Q1 2022
By Adam E. Day, Financial Advisor Correcting mistakes or making adjustments early into a journey is much easier to accomplish and can...
Ascend Advisory Group
- Jan 11
- 2 min
2022 Annual Limits Relating to Your Accounts
by Michael Mooney, CFP, MBA As we are now into the New Year, we wanted to make you aware of the updated Contribution/Income Limits (and...
Ascend Advisory Group
- Dec 17, 2021
- 3 min
How do Mutual Fund Year-End Distributions Work?
By Michael Mooney, CFP. MBA, Financial Advisor As we approach the end of the year, you may notice some oddities within your portfolio....
Ascend Advisory Group
- Dec 1, 2021
- 2 min
2021 Year-end Planning Checklist
Taking these ten actions before year-end will help ensure you're still working toward your financial goals—and that you're prepared for...
Ascend Advisory Group
- Jun 26, 2020
- 5 min
Coronavirus Aid, Relief, and Economic Security (CARES) Act
Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary...
Ascend Advisory Group
- Jun 26, 2020
- 1 min
Mailing schedule for 2019 tax documents
Wondering when to send your tax documents into the IRS this year and what it includes? ©2019 Wells Fargo Clearing Services, LLC. All...
Ascend Advisory Group
- Jun 26, 2020
- 3 min
Key IRA Impacts of the 2019 SECURE ACT
On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law and as a result, there...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
Taming Investment Taxes
The Tax Cuts and Jobs Act lowered the marginal tax rates that apply to ordinary income, such as wages and interest from bonds and savings...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
Step Up to Help Lower Capital Gains Taxes
Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
Is There Such a Thing as a Tax-Free Investment?
The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2)...
Ascend Advisory Group
- Jun 25, 2020
- 3 min
What is the Most Tax-efficient Way to Take a Distribution from a Retirement Plan?
If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll...