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Blog

Toddler standing at the bottom of a stone staircase
Oscar Piña ChFC® APMA™ | Jan 29, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Person holding jar of coins with a 'savings' label
Oscar Piña ChFC® APMA™ | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Oscar Piña ChFC® APMA™ | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Ten key accounting calculator on a soft yellow desk
Oscar Piña ChFC® APMA™ | Jan 8, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Close up portrait of child giving two thumbs up
Oscar Piña ChFC® APMA™ | Jan 1, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A man sitting on a bench watching a plane take off
Oscar Piña ChFC® APMA™ | Dec 25, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
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
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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

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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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