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Wealth Management

WEALTH MANAGEMENT

Retirement Plan Limits on the Rise in 2022

Posted by The Axial Company

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions.

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The Fed Pivots to Fight Inflation

Posted by The Axial Company

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation. The Committee accelerated the reduction of its bond-buying program in order to tighten the money supply and projected three increases in the benchmark federal funds rate in 2022, followed by three more increases in 2023.

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Market Thoughts for December 2021 [Video]

Posted by The Axial Company

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2021 Year End Tax Planning

Posted by The Axial Company

As the end of the year approaches, it's time to start planning ahead. Now is a good time to begin pulling out last year's tax return, along with your current pay stubs and account statements.

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Year End Charitable Giving

Posted by The Axial Company

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

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Monday Update (on Tuesday): Retail Sales Beat Expectations in October

Posted by The Axial Company

Posted by Sam Millette

This entry was posted on Nov 22, 2021

 

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Retirement Investors: This Back Door May Be Closing for Good

Posted by The Axial Company

 

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Medicare Open Enrollment 2022 Guide

Posted by The Axial Company

Open enrollment has started! Here's everything you need to know about this year's enrollment dates, coverage costs, eligibility details and opportunities to change coverage.

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Axial's Annual Social Security & Retirement Planning Webinar 2021

Posted by The Axial Company

 

As Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought. But they are also starting to realize that they don’t know as much about the system as they should.

 

Join Axial Financial Group & Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, who will provide a wealth of information about the system.

He will cover topics such as: when you can start to collect, how your benefit is calculated, and the impact of working in retirement, as well as several strategies that couples can employ to maximize their Social Security benefits.

When: October 21st, from 2:00pm to 3:00pm ET

To register, please click below and you will be re-directed to our sign-up page.  

We hope you can join us for this informative call!

 

 

© The Axial Company. All Rights reserved. 5 Burlington Woods, Suite 102 Burlington, Massachusetts

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Social Security COLA set at 5.9% for 2022

Posted by The Axial Company

Rising prices lead to biggest cost-of-living adjustment to benefits in four decades

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Monday Update (on Tuesday): Personal Spending Beats Expectations in August

Posted by The Axial Company

Posted by Sam Millette

October 5, 2021

 

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Looking Back at the Markets in August and Ahead to September 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, Sep 2, 2021

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Axial Client Service Team Takes on Fenway 2021

Posted by The Axial Company

 

 

 

Go Sox!

Axial treated our Client Service Team to a day at Fenway Park and the Red Sox game to thank them for all of their hard work throughout the year.

 

 

 

These ladies work together each day to deliver the best possible experience for our clients and we couldn’t be prouder of the team we’ve built.

It was a hot one but a great day was had by all!

 

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Despite Delta Variant Risks, Economy Stays Strong

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI on Aug 25, 2021

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Thank You to Our Summer Interns!

Posted by The Axial Company

 
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Looking Back at the Markets in July and Ahead to August 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, Aug 6, 2021

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Monday Update: Housing Starts 3 Month High

Posted by The Axial Company

Monday Update: Housing Starts Hit 3-Month High

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Axial Joins Women's Build Project through Habitat for Humanity

Posted by The Axial Company

 
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Economic Risk Factor Update: July 2021

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI

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What's Your Word 2021! Fundraiser by Bishop Geurtin High School

Posted by The Axial Company

Axial recently participated in the “What’s Your Word 2021!” fundraiser held by Bishop Guertin High School, geared towards benefitting the Cardinal Endowment Fund for Scholarships and Financial Assistance. Each word our employees chose was engraved on a bracelet to be worn and serve as a daily reminder to be the best version of ourselves at home, at work, and out in the world. $100 was donated from Axial for each bracelet engraved and we had 100% participation throughout all offices!

 

We were amazed to see how enthusiastic our employees were about participating in this fundraiser. The words they chose for their bracelets were heartfelt, ambitious, and each attached with a special meaning. Here is what a few of our team members had to say about why they chose their “What’s Your Word 2021!” words…

 

“I chose the word “MANIFESTING”, which means intentionally creating what you want in life. I am a huge believer of being able to manifest what you desire, whether it be wealth, love, or simply peace of mind.” – Tracey Brennan Reale

“I chose “BROOKS” on my bracelet, so I can be reminded of my son when I can’t be with him during the workday. He has given new meaning and purpose to my life, and I am thankful for him every day!” – Erin Widell

“I chose the words “NURSE POWER” because my wife is a nurse and has been a superhero this past year, so I wanted to give her something small to let her know she is appreciated.” – Mihai Popa

 

 

“2020 was a difficult year. By the end of it, I found myself unmotivated. I just got up, went to work, ate dinner, watched Netflix, and repeat. I realized that I needed to “BE BETTER” (at anything and everything) in 2021. I got off social media, exercise 5 days a week now, I am studying for the CFP, joined 2 boards in Dedham, improved how I perform my job, and even planned a few family vacations for 2021. I am now engaged again, and it has been much more rewarding! – Bob LoPorto

 

 

 

“I chose “EASTON”, because he is my miracle baby. He has taught me more in the past year than I have learned in my entire life. He keeps me focused and reminds me to stop and take one moment at a time, because life goes by way too fast.” – Katie Brodie

“My word was “ADVENTURE”. I asked my daughter, Olivia, to think of a word so she could have this bracelet. She chose this word, as she is headed to college in the Fall and looking for more “adventure” than she has had sitting at home for the last year!” – Adam Scott

“DISCO-VERY" – I “very” much love Disco and covid led to some self “discovery” on what’s really important in life!” – Rich LeBranti

 

“My word “GRACE” is after my daughter Kali Grace who has been struggling with teen depression. She was named after my grandmother, Grace, who was an amazing, strong woman, that I’m sure is watching over Kali.” – Shannon Trask

“I chose “FREEDOM” because since covid began we lost some of that and I can’t wait to get it all back!” – Paul Miller

“The word I chose is FAMILY”. Un-planned togetherness led to great, unexpected discussions and experiences. FAMILY is the most important of all.” – Michael Marchese 

 

 

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