Money Matters


Money Matters | Elder Financial Abuse: The Silent Crime

  Elder financial abuse has the potential to impact all of us on some level. Whether you are protecting a loved one from becoming a victim or actively taking precautions to protect your personal estate, fraud and exploitation is a risk that grows as people age. It is important for individuals to understand the magnitude…Read More


Money Matters | Is Divorce on the Horizon?

A divorce is obviously an emotionally charged time for you and your family. You’re juggling a lot of arrangements and financial details. Most divorce attorneys suggest thinking about how to divide your financial responsibilities as early as possible ‒ particularly if you have shared debt. Look at shared debt. With the help of a mediator…Read More


Money Matters | Think Strategically When Donating to Charity

Planning ahead for taxes may help increase your charitable giving’s impact. A variety of strategies are available for incorporating tax planning into charitable giving. Your particular situation will help determine which strategy, or strategies, may be right for you. Estate taxes are unlikely to be an issue Although your primary goal in charitable giving is…Read More


Money Matters | 10 Reasons Why Beneficiary Designations Are Important

Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry. We often complete these designations without giving it much thought, but they’re actually important and deserve careful attention….Read More


Money Matters | Focus on Year-End Tax Planning

  Our company is committed to helping you succeed across all areas of your financial life.  Here are five considerations to think about when it comes to tax planning. Five areas to consider at year-end: Analyze your investment portfolio. Review your portfolio to help ensure your allocation still aligns with your goals. Assess tax consequences…Read More


Money Matters | Which Retirement Plan Is Right for Your Business?

By Todd Harrett | Financial Advisor with Axiom Financial Strategies Group of Wells Fargo Advisors in New Albany If you own a small business, there are many retirement plan alternatives available to help you and your eligible employees save for retirement. For most closely-held business owners, a Simplified Employee Pension Individual Retirement Account (SEP IRA) was…Read More


Money Matters | Episode 6: What to Do, Before the I Do’s

Are you ready when the wedding bells ring? The team from Axiom talk about the financial side — and contract side — of what a wedding brings. So again, I ask you, are you ready when the wedding bells ring? Money Matters: The Podcast is sponsored by Axiom Financial Strategies Group of Wells Fargo Advisors….Read More


Money Matters | Looking to Ease College Tuition Anxiety?

By Michelle Floyd, CFP®, Financial Consultant of Axiom Financial Strategies Group of Wells Fargo Advisors in New Albany, Ind. Did you realize that, according to the College Board, more than $240 billion in grants from all sources (federal loans, federal work-study, and federal tax credits and deductions) was awarded to undergraduate and graduate students in…Read More


Money Matters | Episode 5: College Prep 101

Are your (parents) prepared to send your child away to college?  Not so much mentally, but are you fully prepared legally and have you prepared your child financially? Money Matters: The Podcast is sponsored by Axiom Financial Strategies Group of Wells Fargo Advisors.  This monthly podcast is in addition to a monthly article titled, “Money…Read More


Money Matters by Michelle Floyd | Involve Your Child in the Finances of College

By Michelle Floyd The cost to attend a university continues to increase: between the 2011–2012 school year and the 2016–2017 academic year, tuition and fees rose by 13% at private, nonprofit, four-year institutions, reaching an average of $33,479, according to The College Board.* If you’ve diligently saved over the years to help pay for your…Read More