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7633 East 63rd Place
Suite 530
Tulsa, OK 74133

Ascendus Financial Advisors

(918) 254-0433

 

Blog

Friday, July 2, 2021

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...

 

Friday, June 25, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...

 

Wednesday, June 2, 2021

World Nature Conservation day is fast approaching. July 28th is a day when we acknowledge the importance of conservation to ensure a stronger future for the next generations. So how do you do your part and mark the occasion? By finding...

 

Tuesday, May 18, 2021

From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for...

 

Friday, May 14, 2021

The European Union (EU) has recently implemented some investment regulations that require significantly more transparency in funds that invest in stocks with an environmental, social, or governance (ESG) bent. Could these same...

 

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Wednesday, May 12, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

 

Friday, April 23, 2021

Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how painful the U.S. economy is for many, as over 745,000 Americans filed for first time-unemployment...

 

Thursday, April 22, 2021

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust...

 

Sunday, April 18, 2021

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...

 

Tuesday, April 13, 2021

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to...

 

Monday, April 5, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

 

Thursday, April 1, 2021

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do...