Articles
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
Latest Posts
We Can Help You Reach Your Goals: View a Sample Financial Plan
By Adam Brooks, CFP® Whether you navigate by GPS or an atlas, having a road map is essential if you hope to arrive at your destination efficiently. The same is true for your financial journey,
Your Tax-Preparation Checklist
By Adam Brooks, CFP® The new year is underway. While you may have made some resolutions, getting a head start on your taxes was most likely not one of them. Like it or not, tax
Finding Gratitude This Thanksgiving Season
By Adam Brooks, CFP® November is a season to reflect on all we are thankful for. At ABLE Financial Group, we have many reasons to be thankful. This has been a significant year of transition
Maximizing Savings: How Families Can Seamlessly Transfer 529 Account Funds to a Roth IRA
By Larry Van Quathem, CFP® For years, the 529 plan was the go-to option for parents who wanted to build a college savings fund for their children. However, these plans had a major shortfall: they
Passing on Prosperity: Strategies for Transferring Wealth to Future Generations
By Brandon Perlow As parents, one of our aspirations is to leave an enduring legacy for the generations that follow. While cherished family recipes, heirlooms, and wisdom are common ways of passing on our stories
Realize Your Legacy: Mastering the Art of the Business Owner Exit Strategy
By Adam Brooks, CFP® It has taken years of dedication and hard work to bring your business to its current success. While it might seem premature to discuss an exit strategy, it is a critical
