Money Matters

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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

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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

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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

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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

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Money Matters by Michelle Floyd | Tired of Living Paycheck to Paycheck? Pay Yourself First

By Michelle Floyd Are you one of the many Americans who doesn’t have a personal budget? Do you find yourself living from paycheck to paycheck, never having anything left over to save for a rainy day?  More and more of us are faced with this dilemma than we care to admit.  It seems we all…Read More

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Money Matters | Episode 4: My First Real Job and What to do with the Money

I have my first real job and my first real paycheck; What to do?  The answer may actually be your first real job.  The gents from Axiom Financial Strategies Group of Wells Fargo Advisors give us the inside track. Money Matters: The Podcast is sponsored by Axiom Financial Strategies Group of Wells Fargo Advisors.  This monthly…Read More

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Money Matters by Eric Ballenger | Five Money Tips for Your College-Aged Child

When his daughter was looking at colleges, Dan Prebish, Director of Life Event Services at Wells Fargo Advisors, approached things a little differently than many parents. He raised the issue of college finances while on college tours, asking tour guides questions such as, “How much do you budget for meals outside of the dorm?” and…Read More

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Money Matters ‘the poll’ | Investing 101

Please watch the below video for answer and/or listen to our podcast below: MONEY MATTERS PODCAST (12 min 49 sec., Podcast goes into more detail about why and how) Investing 101 PDF (written reference provided by Wells Fargo Advisors) If you would like more information regarding investments or tips information like the ones, please contact…Read More

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Money Matters: The Podcast | Episode 3: Invest Early and Compounding

A Money Matter’s duo,  Eric Ballenger, Senior Vice President – Investments and Michael Grau, CFP®, RICP®, Vice President – Investment, start with the basics, Investing 101.  Its the moment when you realize that you must invest early, but why?  They explain how compounding works and how easy it is to set it and forget it. Invest…Read More

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Money Matters with Vaughan Scott | Social Responsibility Can Pay Dividends in Many Ways

By Vaughan Scott Typically when we consider “Money Matters” we think about saving for retirement, saving for college, or other goals that we have set for ourselves or for our families.  However, more and more, we are having conversations with clients about how and what they want to do to “give back”.  And, we are…Read More