Ashbridge Financial Solutions

06/16/2026

POP QUIZ: Would you fall for this scam?

Imagine you get an email from “Amazon” saying there’s a problem with your order. It looks 100% legit. The logo is there, the wording sounds official… and there’s a big "Click Here to Fix It" button. Do you click?

🚫 If yes—don’t worry, you’re not alone. These scams work because they look real. But here’s the trick: Always go directly to Amazon’s website instead of clicking links in emails.

Scammers love impersonating major company names and even your bank or utility company. If you get an email that makes you panic, pause and double-check before doing anything.

06/15/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

06/13/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

06/09/2026

We have a client that almost fell for a phishing scam last week. 😳
A “PayPal” email told me my account was suspended. Looked real—until we helped them check the sender. Total fake.

Scammers love pretending to be:
⚠️ Microsoft & Google
⚠️ Apple & PayPal
⚠️ Amazon & your bank

Golden rule: Never click links in sketchy emails. Always go straight to the official website. Stay sharp! 🔒

06/07/2026

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

06/04/2026

Watch AssetMark CIO Christian Chan discuss why he expects the longer-term outlook for equities to remain positive, though markets may consolidate during the summer, and emphasizes staying invested, diversified, and focused on long-term goals.

Vidyard video

06/02/2026

The other day, I got an email from “Microsoft” saying my account had “suspicious activity” and that I needed to log in immediately to secure it. My heart jumped for a second—until I noticed something was off. The email address looked weird, and the link they wanted me to click didn’t go to Microsoft’s actual site. (I didn't click on the link, I could tell from the address).

Scammers are getting really good at making emails look legit. Some of the most impersonated brands in phishing scams right now are:

🔹 Microsoft & Google – Fake login alerts that steal your password
🔹 Apple & PayPal – "Your account is locked" scams
🔹 Amazon & Banks – Phony order confirmations and fake security warnings

Rule of thumb: If you get an unexpected email like this, don’t click anything. Go to the company’s website directly and check for issues there.

05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

05/28/2026

According to recent findings, DNSFilter has reported a significant increase in fraudulent travel websites as the summer vacation season approaches. The study indicates that cybercriminals are exploiting the trend of increased online travel planning to trick users into harmful actions such as clickin...

05/25/2026

This Memorial Day, let's take a moment to honor the brave who have made the ultimate sacrifice for our country. In remembrance, we invite you to share a photo of your loved ones who have served so we can come together to commemorate those that fought for freedom.