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Blog

Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Oscar Piña ChFC® APMA™ | May 13, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Oscar Piña ChFC® APMA™ | May 6, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Oscar Piña ChFC® APMA™ | Apr 29, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Older couple embracing on a boat overlooking a body of water
Oscar Piña ChFC® APMA™ | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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A row of houses along a canal
Oscar Piña ChFC® APMA™ | Apr 15, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Watercolor style picture of 5 carrots sprouting from the ground.
Oscar Piña ChFC® APMA™ | Apr 8, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Hand holding a bill with a red "Past Due" stamp on it
Oscar Piña ChFC® APMA™ | Apr 1, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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An older man relaxing and laying down in an inner tube on relaxing water.
Oscar Piña ChFC® APMA™ | Mar 25, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Oscar Piña ChFC® APMA™ | Mar 18, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A calculator and a pen on top of a graph
Oscar Piña ChFC® APMA™ | Mar 11, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Oscar Piña ChFC® APMA™ | Mar 4, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Oscar Piña ChFC® APMA™ | Feb 26, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Ascent Wealth Management Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ascent Wealth Management Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ascent Wealth Management Group, LLC unless a client service agreement is in place. Read more.

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