Ashbridge Financial Solutions

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.

05/19/2026

Online scams are becoming more sophisticated — especially emails that appear to come from trusted companies like DocuSign, Microsoft, banks, and even people you know.

Recently, I’ve seen several fake “document to sign” messages that looked very legitimate at first glance.

A few reminders:
• Slow down before clicking
• Verify the sender’s email address carefully
• Be cautious of urgent language like “Immediate Action Required”
• Never enter passwords from an email link
• When in doubt, go directly to the company’s website instead of clicking the email

Cybersecurity isn’t just an IT issue anymore — it’s part of protecting your financial life.

This FTC article has some excellent tips on recognizing phishing scams:

Scammers use email or text messages to trick you into giving them your personal and financial information. But there are several ways to protect yourself.

05/13/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

05/10/2026

Retirement gives you time.

A lot of it.

And while that sounds freeing, it can also feel overwhelming at first.

When you're working, much of your day is structured. In retirement, you decide what today looks like.

Some people find it helps to create a little rhythm:
▪️A weekly volunteer day
▪️Lunch with friends
▪️A standing class
▪️Mornings reserved for exercise or hobbies

Not to recreate work — just to have something to look forward to.

Freedom often feels better with a little shape.

05/10/2026

Happy Mother's Day to amazing moms of all kinds - the mother figures who play such an important role in our lives. Today, we honor your patience with shenanigans, tireless efforts, unwavering support, and your unconditional love. Let's see those favorite mom pics!

05/07/2026

Markets remain resilient as investors view the Iran war as temporary, while corporate earnings and the AI investment cycle continue supporting long-term growth.

Watch AssetMark CIO Christian Chan discuss why staying disciplined through geopolitical uncertainty still matters.

Vidyard video

05/07/2026

One adjustment many retirees don't expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you're drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional — not stressful.

Confidence tends to grow as you settle into your new routine.