Money Matters

Extol Events Presents: Where There’s A Will, There’s A Way

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Money Matters | Help Protect Your Finances in a Natural Disaster

From blazing wildfires and floods to hurricanes and tornadoes, natural disasters make front-page news whenever and wherever they happen. Less headline-worthy are the financial repercussions that follow, which tens of thousands of people are dealing with right now. These types of tragedies are unavoidable — the most you can do is prepare to minimize the…Read More

Money Matters | Debt Management Solutions

Michelle Floyd, CFP, Financial Consultant Debt Management Solutions Balancing debt repayment with investing goals takes some strategy and planning. Some consider investing as a first line of defense while paying down debt as a second. The debt dilemma The process for eliminating debt is anything but an easy-to-solve financial equation. Many people wonder if they…Read More

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 | 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 | 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 | 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

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