Money Matters

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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

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Money Matters by Michelle Floyd | Pay Yourself First

Fund Your IRA with Your Tax Refund While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into your IRA. Because this…Read More

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Money Matters by Michael Grau | Connecting with Your Financial Advisor

Some of the most important conversations you may have will be with your Financial Advisor. That’s why he or she will want to get to know you as a person, not just as a client. Your advisor must understand your financial needs so he or she can help you reach your goals. So talk. Listen….Read More

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Money Matters: the Podcast | Episode 2: The Year End

A Money Matter’s Trio, Vaughan Scott, MBA, CPWA® Managing Director, Eric Ballenger, Senior Vice President – Investments and Michael Grau, CFP®, RICP®, Vice President – Investment, comes to the table and discusses the end of 2016, what the new President may or may not cause, along with a local look-in. Money Matters: The Podcast is sponsored by Axiom Financial…Read More

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Money Matters by Vaughan Scott | Patents and Trademarks and Secrets, Oh My!

Intellectual capital is one form of capital that must be evaluated, developed, and protected by businesses. As advisors to entrepreneurs and family businesses, my team and I include intellectual capital in our “next chapter planning.”  Intellectual capital is property that results from original creative thought, such as patents, copyright material and trademarks. But this type…Read More

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Money Matters by Eric Ballenger | Considering Alternative Investments

  It’s no secret that the events and market volatility of the past few years continue to leave many individuals concerned about their investment portfolios. Despite what has proven to be a substantial market recovery, memories of the 2008-2009 market crisis and a number of ongoing global economic issues have prompted investors to seek investment…Read More