Money | Ascendus Financial Advisors

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Have A Question About This Topic?

Saving for College 101

Here's a crash course on saving for college.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

View all articles

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.