Ascend Planning Network

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Ascend Planning Network

The Ascend Planning Network offers comprehensive financial planning. Ascend Wealth Planning and Cambridge are not affiliated.

Founded to provide seamless, integrated services, our experts cover financial, tax, estate, & insurance planning, ensuring every aspect of your financial life is expertly managed to you! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a R

egistered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

16/04/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial planner.

Your tax return is a financial blueprint that contains valuable insights for optimizing your family's wealth. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you want to know how to actually blend your current investment AND tax planning strategy, don’t hesitate to reach out to our team!

08/04/2026

🚨 1 week to go until Tax Day! 🚨
Whether you're still pulling things together or already done filing — Ascend is here to help.

✅ Need assistance? Let us know where you're stuck.
✅ Already filed? Send us a full copy of your return for a full analysis of last year plus forward-looking projections and scenarios. We'll map out ways to optimize your taxes, improve your overall financial picture, and help you ascend to the next level.

Integrated tax, wealth, financial, insurance, and estate strategies — all in one seamless plan.
Let’s make sure this year’s taxes lead to smarter planning for the years ahead.

www.ascendwealthplanning.com

01/04/2026

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, protect, and grow your money? Financial literacy can help you feel more informed, confident, and prepared for what’s ahead, like paying down debt or planning for retirement. Swipe through to learn more.

If you would like to discuss your financial strategy, give us a call. We are here to help.

25/03/2026

As we approach the final 3 weeks of tax season, don't forget that now is your last call to making sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

20/03/2026

🏀🚨 March Madness in the Markets! 📉💥

Brackets are busting—and volatility is in full swing. But this isn’t the time to panic… it’s time to play offense.

Here’s your winning playbook:

• Invest more — buy when prices are “on sale”
• Get aggressive — when it aligns with your plan
• Roth conversions — lock in lower values for tax-free growth later
• Tax-loss harvest — turn losses into future tax savings
• Rebalance — sell high, buy low (on purpose)

Volatility isn’t the enemy—it’s the opportunity.

The real win? Staying disciplined while others react.

🏆 Ready to turn market chaos into your financial edge? Call our team today!

17/03/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

13/03/2026

Market volatility loves the spotlight — especially this time of year. Big swings make big headlines, and it’s easy to feel uneasy when the market moves.

But here’s the truth: volatility is completely normal.

History shows that markets move in cycles—periods of uncertainty, attention‑grabbing headlines, and ultimately, recovery. The day‑to‑day noise can feel stressful, but long‑term progress is built on staying invested and staying focused.

The real question isn’t what the market is doing right now—it’s whether your financial plan was built to weather moments like this. A strong plan should consider taxes, risk tolerance, income needs, and your long‑term goals… not just market returns.

If you’re feeling unsure or want a second look at your strategy, we’re here to help bring things back into focus.

02/03/2026

As tax season approaches, please take note of these important deadlines:

📅S Corporation and Partnership Deadline: March 16th (for calendar-year businesses)

📅Individual Tax Deadline: April 15th

📅C Corporation Tax Deadline: April 15th (for calendar-year businesses)

If you have already engaged us for your tax preparation, we are working on it and will reach out if we need anything from you. However, if you have not yet submitted your necessary documents, please do so now to ensure timely filing.

We are available to assist you with any questions or concerns. Don't hesitate to contact us.

27/02/2026

March is Workplace Eye Wellness Month, and it’s the perfect time to consider how your benefits package supports employee eye health.

Routine eye exams do more than just update a prescription for glasses. They can detect early signs of chronic conditions, such as diabetes and high blood pressure — making vision care a wise investment in your team's overall well-being.

Here are three ways to add or enhance vision coverage:

1️⃣ Group Vision Insurance – Comprehensive and commonly bundled with health or dental plans.
2️⃣ Vision Health Reimbursement Arrangements (HRAs) – A tax-advantaged way to reimburse employees for vision care.
3️⃣ Voluntary Vision Benefits – No employer contribution required; employees can opt in and save through group rates.

For big budgets and small budgets alike, there are vision coverage options available for employers. Want to explore the best fit for your team? Don't forget, our insurance division can run these quotes for you. Give us a call today!

24/02/2026

Buying a home in 2026 starts long before the first showing. The right preparation, paired with the right agent, helps you feel confident, competitive, and ready when the perfect home hits the market.

Here’s how our team helps buyers plan smart, act fast, and move forward with confidence↩️

Give us a call to get started today!

19/02/2026

Life can be unpredictable, but your family’s future doesn’t have to be. Life insurance helps safeguard your loved ones from financial uncertainty and gives you the peace of mind that they’ll always be cared for. What’s more, many policies offer a financial cushion you can draw on during your lifetime.

Choosing your life insurance policy is a big decision; don’t go at it alone. Our team is here to guide you through our customized process, avoiding cookie-cutter solutions, and ensuring you find the right policy for your lifestyle and budget.

Want to explore your options? Call our office today. We are here to help.

Address

18700 Wolf Road, Suite 211

60448

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 15:30

Telephone

+17083900030

Website

http://www.AscendPlanningNetwork.com/

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