ABLE Financial Group

06/24/2026

What could impact the markets in the second half of the year?

Join us July 8th at 4:00 PM (AZ Time) for our Mid-Year Market Outlook Webinar.

Reserve your spot today!

06/22/2026

What happens to your family business if you can no longer run it?

Without a succession plan, the business either gets sold quickly at a discount, handed to someone unprepared to lead it, or becomes a source of family conflict over who should be in charge.

Waiting until a health crisis or burnout forces an exit leads to decisions getting made reactively instead of strategically.

At ABLE Financial Group, we work with family business owners to create succession plans that prepare the next generation, structure ownership transfers efficiently, and address family dynamics before they become problems. Let's talk about your transition strategy.

06/21/2026

There's no manual for being a father. Just the daily work of showing up, making decisions, offering guidance, and trying to get it right.

To the fathers who have been there for us and continue to be there: thank you for everything you've done and continue to do.

Happy Father's Day from ABLE Financial Group.

06/15/2026

Are you a grandparent who wants to help with your grandchildren's college costs?

Many grandparents open their own 529 plans to contribute to education expenses. The appeal is clear: you maintain control of the account, contributions grow tax-free, and you can decide when and how much to distribute.

⚠️ But there's a catch: grandparent-owned 529 plans can significantly reduce financial aid eligibility when distributions are taken. FAFSA treats distributions from grandparent-owned accounts as untaxed student income, which can reduce aid packages by up to 50% of the distribution amount.

One way to minimize the impact is to wait until after January 1st of the student's sophomore year to take distributions, since FAFSA only looks back two years. Another option is to change ownership of the account to the parent before the student starts college.

Understanding the financial aid implications helps you time distributions strategically rather than accidentally reducing the aid your grandchild qualifies for.

06/11/2026

𝟮𝟬 𝘆𝗲𝗮𝗿𝘀 𝗮𝗻𝗱 𝗴𝗿𝗼𝘄𝗶𝗻𝗴!

We are incredibly grateful to celebrate this milestone with the clients, families, team members, and community who have been part of our journey.

For two decades, we’ve had the privilege of helping people make thoughtful financial decisions, plan for what matters most, and move forward with greater clarity.

Thank you for your trust, support, and partnership over the years. We’re honored to continue growing alongside you.

Here’s to the next chapter!

06/08/2026

Divorce restructures your entire life, including your finances.

For many people going through divorce, this might be their first time managing finances on their own. The learning curve is steep, and it happens alongside the emotional and logistical demands of ending a marriage.

At ABLE Financial Group, we help clients transitioning through divorce to rebuild financial plans that fit their new lives. We understand this is a difficult time, and we're here to provide clarity and guidance.

➡️ https://ablefinancialgroup.com/contact/

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.