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Wealth Management

WEALTH MANAGEMENT

End of Year Moves to Trim Your 2019 Tax Tab

Posted by The Axial Company

It's time to look for last-minute moves that can shrink your 2019 tax bill. But the end of the year is coming fast, so don't procrastinate.
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Weekly Market Update, November 18, 2019

 General Market News

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Year-End Tax Planning 2019

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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Weekly Market Update, November 11, 2019

 General Market News

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Market Thoughts for November 2019

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI, November 1, 2019

October was a great month, with U.S. markets doing well and international markets doing even better.

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6 Money Tips for Caregivers

Posted by The Axial Company

According to the Caregiver Action Network, more than 90 million Americans care for a loved one living with a disability, disease or experiencing reduced financial capability as a result of aging.
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Could a Health Savings Account Help Strengthen Your Retirement Plan?

Posted by The Axial Company

 
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Weekly Market Update, November 4, 2019

 General Market News

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The Big Picture on the Economy

Posted by Brad McMillan, CFA, CAIA, MAI, Oct 30, 2019

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Weekly Market Update, October 28, 2019

 General Market News

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How Does the New Tax Law Affect Your Estate Plan?

Posted by The Axial Company

 
 
 

In December 2017, President Donald Trump signed a new tax bill into law. Known previously as the "Tax Cuts and Jobs Act," the reform will have far-reaching impacts on many areas of tax and financial planning. One significant area of impact is estate planning.

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Not having longterm care insurancecan be ‘the single biggest devastator’ of your financial plan

Posted by The Axial Company

Published Mon, Oct 14 2019, Michelle Fox @MFoxCNBC

No one likes to think about needing long-term care.

Yet the reality is that many people will at some point in their life.

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Key Estate Planning Documents You Need

Posted by The Axial Company

There are five estate planning documents you may need, regardless of your age, health, or wealth:
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Weekly Market Update, October 21, 2019

 General Market News

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Dan Sparta Volunteers at Commonwealth National Conference in Denver, CO

Posted by The Axial Company

As a kick-off to this year’s National Conference in Denver, CO,  Axial’s Dan Sparta participated in a Giving Back project for "Art That Feeds", to provide meals to those in need in the Denver community.

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Social Security and Retirement Planning Webinar 2019

Posted by The Axial Company

On October 9th, we hosted our annual Social Security and Retirement Planning Webinar with our loyal

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Social Security benefits to get a 1.6% boost in 2020

Posted by The Axial Company

Lorie Konish, Friday, October 11, 2019 

 

It’s official: Your Social Security checks will get a modest increase next year.

The Social Security Administration announced Thursday that the cost-of-living adjustment for 2020 will be 1.6%.

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How To Set Financial Goals: 6 Simple Steps

Posted by The Axial Company

Here are six steps to setting financial goals.
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Weekly Market Update, October 14, 2019

 General Market News

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Federal Income Tax Filing Deadline October 15, 2019

Posted by The Axial Company

 

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