Skip to main content
menu
  • Home
  • About
    • Meet Your Advisor
    • Who We Serve
    • Our Process
  • Services
    • Asset Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Insurance Planning
    • Education Planning
    • Women in Transition
    • Succession Planning for Business
  • Resources
    • Financial Calculators
    • Useful Links
    • Blog
  • Contact
  • Client Login

Blog

Two elderly people sitting on a bench looking at the sea
Oscar Piña ChFC® APMA™ | Dec 18, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Two people at work high fiving at a desk
Oscar Piña ChFC® APMA™ | Dec 13, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Man sitting on bench in park
Oscar Piña ChFC® APMA™ | Dec 8, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Two women meeting in an office space.
Oscar Piña ChFC® APMA™ | Dec 7, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Person writing a list in a notebook
Oscar Piña ChFC® APMA™ | Nov 15, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Set of keys beside miniature house
Oscar Piña ChFC® APMA™ | Nov 15, 2023

Negotiating a Great Mortgage in a High-Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Woman with graduation cap looking at the sky
Oscar Piña, ChFC®, APMA® | Oct 13, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Grandmother with child
Oscar Piña, ChFC®, APMA® | Oct 13, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Business page of a newspaper
Oscar Piña, ChFC®, APMA® | Oct 13, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Current page 7

Office

1600 Ponce De Leon Blvd., Suite 1000 
Coral Gables FL 33134
 

Contact Info

O: 305.444.7317 
Info@ascentw.com

  

Click the badges below to install our official mobile application.

Access your accounts, track your portfolio, and connect with your advisor—anytime, anywhere.

Get it on the app store  

Get it on Google Play  

 

Get in Touch

What services are you interested in?

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.

© 2025 Ascent Wealth Management Group, LLC. All rights reserved.