Have a Sunny Father’s Day!
Father’s Day this year, June 21, falls on the same day as the summer solstice, the longest day of the year. That means you’ll have plenty of time to celebrate the dads, grandfathers, stepdads and father figures in your lives.
The extra hours of sunlight make it a great day to take a hike, have a picnic or BBQ, see a ballgame or attend an outside concert or performance.
While Father’s Day has been celebrated since the early 1900’s, it wasn’t an official U.S. holiday until 1972, when President Richard Nixon signed it into law as a national observance.
This Father’s Day, try to reach out to those in your life who have been a role model for you—providing love, guidance and support through good times and rough patches. Their wisdom and influence will last a lifetime.
AXIOM NEWS
Saying See You Later…
Axiom Co-Founder and financial advisor Mike Grau will be retiring at the end of this month. Mike started working in the financial services industry in 2000 and has been working with Vaughan Scott for 22 years. His focus at Axiom has been on helping clients build, manage, preserve and transition their wealth. Now he is looking forward to traveling, golfing and spending time with his wife, Kimberly, and daughters Hannah and Madison. We will truly miss Mike’s dedication, friendship and contributions to Axiom and wish him the very best in the future.
Congratulations
Congratulations to financial advisor Leah Driver for completing the DISCOVER program through Leadership Southern Indiana. The nine-month course focuses on helping community leaders build relationships, expand their horizons and develop talent. Leah says it was one of the most meaningful professional experiences she’s ever had. “The program gave me a deeper appreciation for the people, organizations and initiatives shaping Southern Indiana, while connecting me with an incredible group of leaders across our region.”
Welcome Interns
A big welcome to our new interns, Casey Kaelin, Jacob Harbeson, Nathan Julius and Ben Seigel. One of their main projects will be updating historical data for outside accounts such as 401(k) plans. This will give us a more accurate picture of a client’s financial progress and overall portfolio growth. Additionally, interns will have the opportunity to sit in on annual reviews to observe the important one-to-one services we provide to our clients.
New Grads
Team members Abby Wolfe and Leah Driver are celebrating their daughters’ graduations from 8th grade. Abby’s daughter Hadley graduated from Holy Family Catholic School and will be attending Providence High School, where she’s looking forward to playing volleyball. Leah’s daughter Payton graduated from Christian Academy Middle School and will start Christian Academy High School in the fall. She plans to stay active in cheerleading and theater. (l to r: Leah and Payton Driver, Hadley and Abby Wolfe).
News You Can Use
AI Scams On the Rise
As AI touches more and more of our lives everyday, the potential to be a victim of an AI scam is increasing. Banking and investment scams, fake job postings and romance scams are just a few of the many ways people are being tricked by schemes that look and sound very real. The scams are affecting all age groups, and many people are too embarrassed to talk about it. Click here to learn important information on how to protect yourself and your loved ones.
Ways to Pass Down a Home
A home is often a person’s most valuable asset. If you want to pass it down to one or multiple heirs, there are important considerations to take into account before making your plan. Here is a straightforward article on three ways to leave your home to others, illustrating how to do this either during your lifetime or after—plus ways to avoid unnecessary costs or taxes.
JUNE FUN
Taco Walk
The New Albany Main Street Taco Walk is back and ready to welcome the whole family. Stroll through downtown as you sample crave-worthy tacos from some of the community’s favorite taco spots. Whether you’re a classic street taco purist or here for the wildcards (looking at you, dessert tacos), there’s something for every taste bud. Saturday, June 20 from 1 to 6pm. Check ticket options here.
Father’s Day KY Kingdom
This Father’s Day (June 21) honor dads, grandfathers and fatherly figures at KY Kingdom. The first 300 dads will receive a free Flying Fox Koozie with soft drink and popcorn. In addition, families can stop by the card-making table in King Louie’s Playland to write a special message for dad. Last but not least, remind dad just how much he rocks with a free popcorn from Pop’s. Go here to see the schedule of events.
Hamilton
Hamilton, the winner of 11 Tony Awards, is coming to Louisville. The epic saga follows the rise of Founding Father Alexander Hamilton as he fights for honor, love and a legacy that would shape the course of our nation. Performances start June 30 and run through July 12, 7pm in Whitney Hall. You can purchase tickets here.
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