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August Newsletter

Back to School

It is hard to believe it’s already time to gear up for the first day of school. This year looks much different than last year, thanks to the strides being made with the COVID vaccine. However, we are not out of the woods yet. If you have children returning to K-12 or off to college, we urge you to read up on the rules and restrictions that apply. Regulations vary greatly among cities and states. Our children’s safety is a top priority!

Axiom News
With estate planning, consider benefits of gifting to your children and grandchildren

There are many different ways that making lifetime gifts can provide tax savings to your family and security for future generations. Your Axiom financial advisor is ready to offer guidance in deciding which strategies are right for you. Here are some important tips to help you navigate the choices: https://bit.ly/3i4EnOn

Money Matters
A money-saving suggestion for your college-bound student

Here at Axiom Financial Strategies Group, we know how challenging it can be paying for a college education. If you have a child entering a university this year, you may be surprised to learn there are still opportunities to negotiate for need-based financial aid. Colleges went through difficult times in 2020, and schools are eager to return to full capacity. To that end, many are being more accommodating when it comes to scholarships and financial aid. Here’s some great advice on how to appeal for increased assistance. It’s definitely worth a try. https://cnb.cx/3y7Q0tz

Cool Content
Looking for a little mystery in your life?

One of our clients wrote us to recommend the critically acclaimed British detective drama Endeavor. Set in the 1960s, the compelling series has completed seven seasons and an eighth is being filmed this year. The plot follows the newly forged relationship between a young detective (Shaun Evans) and his senior partner (Roger Allam). The first six seasons of are currently available to watch on Amazon Prime or check Masterpiece Theater on PBS in your area. Click here to tell us what books, shows, and podcasts you’re enjoying.

Down by the River
Waterfront Wednesday features free tunes and family fun!

Photo by Keith Griner-Phierce

Waterfront Wednesday, presented by WFPK continues through September. A summer favorite, this free event is now happening twice a month at Waterfront Park. Here is what’s coming up:

8/11 – Gary Brewer and the Kentucky Ramblers, Villa Mure, CJ Sparks

8/25 – Christone “Kingfish” Ingram, Brooks Ritter, Genevva

9/8 – Dawn Richard, Bendigo Fletcher, Kiana & the Sun Kings

9/22 – Low Cut Connie, Slothrust, Wombo


The “Other Side” of the Axiom Team
In our series introducing you to the more personal side of our team members, this month we’re featuring Senior Registered Client Associate Gloria Bommarrito.

Biggest Work Success
“That would be my dad. His story is why I became interested in Vaughan’s focus on family businesses. My grandfather started a small mom-and-pop body shop. When he sold it, he made sure he took care of his employees with things like health insurance and a 401k. That’s why I feel that tie when Vaughan talks about his goals with family businesses. Sometimes I think, ‘What if my grandpa, my dad and my brother would have sat down and had some of those conversations that he has with clients? How would that have looked?’”

What You’d Be Doing if Not in This Job?
“I’d be a veterinarian. I love animals. I grew up with cats and dogs. With my family now, we’ve raised a raccoon, a baby deer and a squirrel. All of them were injured, and some were babies that had to be bottle-fed. Once recovered, they were released back into the wild.” To read more on The Other Side of Gloria Bommarrito, click here.

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