Ascend Planning Network

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.

As you’ve likely seen, group health plan costs continue to rise. Higher premiums are being driven by medical trend incre...
08/26/2026

As you’ve likely seen, group health plan costs continue to rise. Higher premiums are being driven by medical trend increases, pharmacy costs, and changes in utilization. Because of this, many employers are facing increased budget pressure while trying to support their employees and manage expectations during renewal periods.

The good news is that controlling costs doesn’t have to mean reducing benefits or shifting more expenses to employees. The real objective is to improve your cost-to-coverage ratio and ensure that every dollar spent delivers meaningful value.

Swipe for a few key methods to help you evaluate and manage rising health plan costs.

If rising health care costs are creating uncertainty for your organization, feel free to schedule a consultation. We are happy to review your current strategy and identify practical ways to improve efficiency without unnecessary disruption.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial planner.Your tax ...
04/16/2026

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!

🚨 1 week to go until Tax Day! 🚨Whether you're still pulling things together or already done filing — Ascend is here to h...
04/08/2026

🚨 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

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, prot...
04/01/2026

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.

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 ful...
03/25/2026

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.

🏀🚨 March Madness in the Markets! 📉💥Brackets are busting—and volatility is in full swing. But this isn’t the time to pani...
03/20/2026

🏀🚨 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!

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...
03/17/2026

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.

Market volatility loves the spotlight — especially this time of year. Big swings make big headlines, and it’s easy to fe...
03/13/2026

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.

As tax season approaches, please take note of these important deadlines:📅S Corporation and Partnership Deadline: March 1...
03/02/2026

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.

Address

18700 Wolf Road, Suite 211
Mokena, IL
60448

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

Telephone

+17083900030

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