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Retirement

9 Facts About Social Security
Social Security: Five Facts You Need to Know
Caring for Aging Parents
Split Annuity Strategy

Investment

Best-Performing Asset Classes
How Stocks Work
Estimating the Cost of College
Required Reading: The Economic Report of the President

Estate

A Brief History of Estate Taxes
And the Executor Is
Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist

Insurance

The Value of Insuring Against Life’s Risks
Making Sense Of A Home Warranty

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

Life and Death of a Twenty Dollar Bill
Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate

Lifestyle

Countdown to College
Fixed or Variable Mortgage, Which Should You Pick?
Prevent a Rift: Money Tips for Newlyweds
Personal Finance Tips for Military Families
Pickleball in Retirement

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Mobile: (360)-529-0214

5925 58th Avenue Southeast

Lacey, WA 98513

Jacob@AscentFinancial.org

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