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At Ascend Wealth Management, we focus on more than just financial success,” Stockton said.

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Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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