ABLE Financial Group

06/01/2026

Can you believe we're halfway through 2026?

If you set financial goals in January, now is the time to check whether you're still on track. A mid-year financial review gives you the chance to recalibrate. Consider reviewing:
-> Progress on savings or debt reduction targets
-> Investment performance and whether your allocation still fits
-> Cash-flow patterns for business owners and whether distributions align with projections
-> Tax planning opportunities based on YTD income

The year isn't over, but waiting until December to reassess could mean missed opportunities and reactive decisions.

05/27/2026

Business owners: Are you taking full advantage of the summer "slow" season?

Instead of coasting through the quieter months, use them to strengthen your operations.

Swipe through for a few ways to make summer productive.

05/26/2026

Required minimum distributions (RMDs) sound simple, until you actually try to figure out how they work for your accounts. This article breaks down what exactly RMDs are, how they’re calculated, and where people tend to run into costly mistakes.

Learn how required minimum distributions impact your finances. Matt Cherry is a financial advisor with ABLE Financial Group in Scottsdale, AZ.

05/25/2026

This Memorial Day, we pause to remember the men and women who served this country and never made it home. They gave everything in service to something larger than themselves.

Today, we honor their sacrifice and the families who carry their legacy forward.

05/18/2026

You've built a business. You've created value, hired people, served clients, and grown revenue.

But what happens to all of that if something happens to you?

Estate planning for business owners isn't the same as estate planning for retirees. Your wealth is likely tied up in an operating business, which means your family can't just liquidate assets or transfer accounts. Without a plan, they’ll inherit not just an asset but a problem as well.

Read more about estate planning considerations for business owners here: https://ablefinancialgroup.com/estate-planning-for-business-owners/

05/12/2026

Divorce causes upheaval in every area of your life. When caught up in emotional and practical challenges, many people wait too long to address the financial changes that come with the end of a marriage. Here are some helpful tips for post-divorce financial planning.

Laurel Kutler, a financial advisor with ABLE Financial Group, helps Scottsdale, AZ, clients navigate financial planning after divorce.

05/11/2026

Insurance is one of those things people set up once and forget about… until they need it and realize the coverage no longer fits.

Businesses grow, partnerships shift, and key employees become irreplaceable. Income increases, families change, and the policy that made sense five years ago might not serve your current situation.

If your circumstances have changed, your coverage probably should too.

05/10/2026

Happy Mother's Day!

To the moms and mother figures who are always there for us, offering support, life lessons, or simply a listening ear when we need it most—we thank you for everything you have given us.

Your love and guidance mean more than you know. 💐

05/04/2026

Many of our clients give generously throughout the year, but we've noticed something: the how of giving often gets less attention than the what or who.

This month, take a look at the mechanics. If you've been writing checks to the same organizations for years, there may be more effective ways to structure those gifts, especially if your income, business ownership, or tax situation has changed.

A donor-advised fund might offer more flexibility. A qualified charitable distribution from an IRA might reduce your taxable income. Donating appreciated stock instead of cash might avoid triggering capital gains.

If charitable giving is part of your long-term plan, a spring review can help confirm you're giving in the way that best supports both your values and your broader financial strategy.

04/30/2026

The right fiduciary financial advisor can work with you to build your future. In this short video, we help you choose yours. Watch now!