Ascend Wealth Management

Ascend Wealth Management Elevate your life and your future. Helping guide you to financial security, clarity, and confidence.

Fifteen years ago, Ryan's fraternity brother Matt Mason didn't come home. Matt was a Navy SEAL, injured once in Fallujah...
07/17/2026

Fifteen years ago, Ryan's fraternity brother Matt Mason didn't come home. Matt was a Navy SEAL, injured once in Fallujah, and killed in the Extortion 17 shootdown in Afghanistan, the largest single loss of life for U.S. special operations forces in history.

The next year, his wife Jessica and his closest friends started a triathlon in his memory. Matt spent his recovery training for triathlons, and talking everyone he knew into doing them with him, so that's what they built in his honor:

→ Short course, long course, duathlon, relay, or a kids' fun run
→ Every tenth of a mile on the 5K honors one of the 31 men lost that day

This is the 15th year of the Matt Mason Memorial Cowboy Up Triathlon, and Ascend has been proud to be a title sponsor for two years.

Join us on July 26th at Smithville Lake. Learn more at cowboyuptriathlon.com

07/14/2026

"I can't retire before 65 because of healthcare."

We hear this constantly. And most of the time, it's less about healthcare being unsolvable and more about not having the right retirement strategy. If your advisor's never talked to you about optimizing healthcare costs as you head into retirement, it's worth getting a second opinion.

Are healthcare concerns holding you back from retiring? Let us know in the comments.

As we just passed the anniversary of the Big Beautiful Bill, it's worth remembering that the bill has made retirement ma...
07/07/2026

As we just passed the anniversary of the Big Beautiful Bill, it's worth remembering that the bill has made retirement math more complicated. The bill created an enhanced $6,000 deduction per person for taxpayers 65 and older. The problem is that the deduction phases out as your income rises, and every dollar you pull from your IRA to do a conversion counts as income. So you might think you're converting at 22% to avoid a higher rate later. But once you factor in the deduction, your effective rate on that conversion could actually be higher than the rate you were trying to avoid.

And here's the kicker: this provision isn't permanent. It goes away in a couple of years. When was the last time your advisor re-ran your conversion plan against new legislation? Comment below.

07/02/2026

Most advisors are trained to help clients grow their portfolios.

But growing money and living off it well are two very different skills. Very few advisors are trained to help protect what's been built, distribute it efficiently in retirement, or plan around minimizing lifetime taxes, not just this year's bill.

If no one has ever walked you through all three of these, you're not alone. Most retirees haven't had this conversation with their advisor, often because they didn't know to ask.

Where does your plan stand on these three? Drop a comment below and let us know. We'd love to answer your questions.

Most financial advice is built around one goal: grow the pile. But at some point, the goal changes — you stop adding to ...
06/30/2026

Most financial advice is built around one goal: grow the pile. But at some point, the goal changes — you stop adding to it and start living off it. Almost nobody prepares you for how different that is. Getting to retirement is the climb. Converting what you've built into 20+ years of confident income is the descent. Share with someone nearing retirement.

06/25/2026

You've saved. You've invested. You've built something real. The question now isn't whether you have enough — it's whether you know how to turn it into a retirement income plan you can actually feel confident about. That's exactly what we do. If this sounds like someone you know, tag them in the comments.

06/23/2026

Two fears exist in almost every retirement conversation: running out of money and living with regrets. Many people we work with are in a position to do more, but fear holds them back, even when the math says it shouldn't. Watch the video to see how we approach it.

What's the right age to take Social Security? The honest answer: there isn't one. Most advisors give you a rule of thumb...
06/22/2026

What's the right age to take Social Security? The honest answer: there isn't one. Most advisors give you a rule of thumb, but the real answer depends on your health, your partner's health history, your taxes, and your full income picture. See why our process is different. Details in the comments.

Good poker players don't guess — they think in probabilities. That's exactly how we approach Social Security timing. Nob...
06/18/2026

Good poker players don't guess — they think in probabilities. That's exactly how we approach Social Security timing. Nobody knows how long they'll live, but the right questions get you as close to the right answer as possible. What's your biggest question about when to file? Drop it below.

Good people. Great cause. We're so grateful for incredible clients who show up beyond the office to raise support for th...
06/17/2026

Good people. Great cause. We're so grateful for incredible clients who show up beyond the office to raise support for the Alex's Lemonade Stand Foundation in the fight against childhood cancer. ⛳🍋

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6601 College Boulevard, Suite 140
Overland Park, KS
66211

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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