Ashbridge Financial Solutions

08/31/2026

End-of-Summer Financial Tip #5: Check In With Your Financial Plan

Now is a great time for a quick financial check-in.

Are you on track with savings and retirement goals? Are your investments still aligned with your plan? Has anything changed in your life or priorities?

Sometimes you don't need a new plan you just need to make sure your current one is still taking you where you want to go.

Let’s talk about it.

08/28/2026

End-of-Summer Financial Tip #4: Look Ahead to Fall

Summer isn't over yet, but fall and the holidays will be here before we know it.

Think about expenses coming your way: travel, home projects, insurance premiums, holiday gifts and entertaining.

Putting a little aside now can help keep those predictable expenses from becoming December surprises.

08/26/2026

End-of-Summer Financial Tip #3: Enjoy What's Left

There’s still some summer left!

You don't have to spend a lot to enjoy it. Try a picnic, outdoor concert, day trip or backyard dinner with friends.

Financial planning isn't about never spending money. It's about spending it on the things that matter to you.

08/24/2026

Happy National Waffle Day!

08/24/2026

End-of-Summer Financial Tip #2: Do a Subscription Sweep

Streaming services, apps, memberships and those free trials that aren't free anymore!

Take 10 minutes to review the recurring charges on your bank and credit card statements. Cancel what you're no longer using.

A few small cuts can add up to meaningful savings over time.

08/20/2026

End-of-Summer Financial Tip #1: Look Back Before You Move Forward

Vacations, dinners out, weekend getaways… summer spending can add up!

Before fall arrives, take a quick look at where your money went. Did you spend more than expected? Stay close to your plan?

No guilt, just good information to help you make better decisions for the rest of the year.

08/05/2026

View AssetMark CIO Christian Chan’s latest update as he explores how, like Odysseus’ perilous journey home, today’s investment environment is shaped by changing winds, unexpected detours, and the importance of staying focused on long-term goals.

Christian Chan, Chief Investment Officer at AssetMark, discusses the implications of Chairman Kevin Warsh's first Federal Reserve meeting, emphasizing the Fed's commitment to fighting inflation and maintaining price stability. He highlights the Fed's revised economic projections, indicating increase...

08/02/2026

Happy International Friendship Day! 💙 Tag a friend who has made your life brighter, easier, or a lot more fun over the years.

07/27/2026

Today we’re celebrating parents everywhere! ❤️ Drop a photo, memory, or lesson from your parents that made a lasting impact on your life.