ASM Financial, Inc.

ASM Financial, Inc. Helping people operate from a place of abundance by taking financial stressors off their plate

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
09/30/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/25/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

09/24/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.0...
09/21/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

Navigating tax season can sometimes feel daunting, and the thought of an audit only adds to the stress. But not to worry...
09/09/2026

Navigating tax season can sometimes feel daunting, and the thought of an audit only adds to the stress. But not to worry! While there's no guaranteed way to avoid an audit, we’re sharing some tips to help you reduce your chances. Adopting these practices can help make your tax return less of an IRS magnet.

And remember, if the IRS does select you for an audit, don’t panic. With your diligent record-keeping, you’ll be prepared to walk through the process confidently. Save this post for later so you can stay on top of your taxes!

With back-to-school season here, we are sending our warmest wishes to all of the families in our network. We hope each o...
09/08/2026

With back-to-school season here, we are sending our warmest wishes to all of the families in our network. We hope each of you has a wonderful start to the new school year.

And if there is anything you would like to discuss before the end of the year, please don't hesitate to reach out to us. We are here to help.

Think life insurance is too expensive? You might be surprised. Research shows that young adults routinely overestimate t...
09/01/2026

Think life insurance is too expensive? You might be surprised.

Research shows that young adults routinely overestimate the cost of life insurance. So, as life insurance agents, we want to clear up a few common misconceptions related to the cost of life insurance for young people. Swipe to see more.

If you're curious about exploring your life insurance options, don't hesitate to reach out to our team. We're here to run the numbers and see what makes sense for your situation.

As life insurance agents, we are often asked about policy additions individuals can make to their existing life insuranc...
08/27/2026

As life insurance agents, we are often asked about policy additions individuals can make to their existing life insurance policies. That being said, we wanted to share some information about a popular optional life insurance feature that may benefit you: a guaranteed insurability rider. Swipe for more details.

If you’re considering whether or not a guaranteed insurability rider is right for your policy, feel free to reach out. We are always happy to review the timing rules, limits, and cost structure to help you decide if this feature aligns with your long-term goals.

Missing a tax deadline doesn’t have to lead to excessive penalties. If you need to file a late return, set up a payment ...
08/27/2026

Missing a tax deadline doesn’t have to lead to excessive penalties. If you need to file a late return, set up a payment plan, or request penalty relief, our team is here to help. Reach out today to explore your options!

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
08/06/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

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