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April Newsletter

COUNTDOWN TO DERBY

It’s known as the greatest two minutes in sports, and this year, the Kentucky Derby will once again be held on the first Saturday in May. The event will mark the 147th “Run for the Roses” and comes at a time when racing fans everywhere are eagerly awaiting the chance to celebrate, after last year’s delay due to the pandemic. Derby officials are making it clear they’re putting the well-being of the community first, and will strictly adhere to the recommended health and safety protocols. We’re all hoping for a lucky day—filled with sunshine, colorful hats and a thrilling race.

AXIOM NEWS

Axiom x with blue accent

Axiom’s exciting growth initiatives were recently given a boost by the announcement of Merchant Investment Management, a New York-based private equity firm becoming aminority partner in our firm. CEO Vaughan Scott was featured in a Louisville Business First article, explaining the great benefits of this new partnership.

Click here to read more.

TAX DEADLINE EXTENSION

tax documents with reminder to file taxes

Be sure you’re aware of the latest, updated information regarding your income taxes this year. The deadline to file your taxes has been extended to May 17th, but it’s important to note that this only applies to federal income tax returns. State filing and payment deadlines will vary. Another critical point: This relief does not apply to estimated tax payments that are due on April 15, 2021. These payments are still due on April 15.

For the very latest information from the IRS, click here.

RETIREE TIPS

What will your retirement look like?

tropical beach picture with huts above water

You could think about retirement like we think about snowflakes. No two are alike. Not only that, but the retirement you thought you were looking at may not be what you’re now about to experience. Once you have more free time, you can reevaluate your goals, desires and priorities. Often people start thinking more out of the box and discover new ideas about working, traveling or volunteering. If you carefully plan financially, you will of course be in a better position to realize your dreams. Here are some more ideas to get you thinking.

THE “OTHER SIDE” OF OUR TEAM

We have amazing people working at Axiom, and we’re all focused on the same goal—to ensure our clients are happy. It’s important to us that you feel comfortable calling or coming in to our office anytime you need advice or help. That means getting to know us better. We’re adding a new feature to our monthly Newsletter to introduce you to the more personal side of our team members. This week we begin with Abby Wolfe, Senior Client Associate.

Full Length professional photo of Abby Wolfe

The Other Side of Abby Wolfe

Word That Describes Your Work Ethic
“Detailed. I don’t like to miss anything.”

Important Career Goal
“I feel like when I moved to Axiom I accomplished a major goal, because it gave me the flexibility to spend more time with my two daughters. I don’t want a job anymore where you feel like you’re punching a time clock. Coming here gave me an opportunity where I can pick up my two daughters from school and still get my work done.”

Valuable Business Advice You’ve Received
“I’ve learned a lot from my personal background. My father was a funeral director, so I’ve always seen his compassion toward people, and that’s made me be more compassionate. I think it’s why I ask clients personal questions, because I like to know that kind of stuff. Observing his interaction with people has had a big influence on me.”

For more on the Personal Side of Abby Wolfe, including a fun fact, click here.

Axiom Financial Strategies Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Information about Axiom Financial Strategies Group, LLC can be found by visiting www.adviserinfo.sec.gov. This is prepared for informational purposes only. It does not address specific investment objectives.  Information in these materials are from sources Axiom Financial Strategies Group, LLC deems reliable, however we do not attest to their accuracy.

The information herein was obtained from various sources. Axiom does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. Axiom assumes no obligation to update this information, or to advise on further developments relating to it.

Links provided to other websites are not under our control and we are not responsible or liable for the contents of any linked site or any link contained in the linked site. We do not endorse or guarantee and are not responsible or liable for the failure of the products, information, or recommendations provided by linked sites.

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