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Calculators

You can review interesting calculators on my site.

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Contact Us

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Videos

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Welcome!

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

“We aim to foster meaningful connections with our clients and contribute to the well-being of our community. With our expanded team, we are better equipped to deliver exceptional financial solutions tailored to each client’s goals.

Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Required Minimum Distributions

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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