July 2021 Newsletter

Travel Time

With many COVID-19 restrictions lifted or eased, Americans are hitting the roads and flying the friendly skies once more. Hotels, private rentals and flights are booking up fast so if you haven’t made your travel plans, now is the time. Here are some important tips:

  • CDC recommends you are fully vaccinated before you depart.
  • If you are not vaccinated, get tested with a viral test 1-3 days before your trip. When you return, get a viral test 3-5 days after travel and self-quarantine for a full 7 days.
  • Keep track of the shifting guidelines and restrictions for your destination via the U.S. State Department website
  • Avoid countries in the “very high” category unless it is essential travel. 
  • Check which countries are closed to visitors.
  • Keep up on testing and quarantine requirements before your departure.
  • Bring your vaccination card, and don’t forget your mask.

Axiom News
Launch of new portal gets underway

We have begun a phased-in launch of our new client portal, powered by Black Diamond. This advanced platform will allow you to see how all your accounts are performing with one easy click. Be on the lookout for an email with instructions for creating your account. Of course, if you have any questions once you receive the information, please feel free to call our office.
 
You can also download the app for the new portal on all your mobile devices through the Google or Apple store. Here are those links:

Business Update
More bankruptcies could be a troubling consequence of COVID-19.

As America continues to recover from the pandemic, economists are keeping watch for a possible surge in bankruptcies, especially due to increased medical bills. Even before COVID-19 hit, medical debt was the main factor in personal bankruptcy filings. Click here to learn more

Giving Back
Axiom team partners with Habitat for Humanity.

Since 2013, Axiom has joined with Habitat for Humanity Clark & Floyd Indiana on their Women Build projects, which bring people together to build stronger, safer communities. Axiom not only raises funds, but our employees turn out to volunteer their time. In June, we joined others to hang siding and caulk windows for a home that will soon belong to single mother Teanna and her daughter Tracy.

We invite you to join our efforts through monetary donations https://bit.ly/3yDVkVm or by scheduling time to volunteer with your family or team. The next big event is National Good Neighbor Day on September 28.

Our Community
Celebrating an anniversary in Southern Indiana

Axiom is proud to be a longtime supporter of One Southern Indiana (1si), the state-recognized Local Economic Development Organization and Chamber of Commerce for Clark and Floyd counties. Axiom CEO, Vaughan Scott, is a former Chair of the organization. This year we were one of the Gold Sponsors of its 15th Anniversary Celebration Picnic, held on June 25, at The Sporting Club at the Farm in New Albany. It was the perfect opportunity to enjoy some food and take part in fun outdoor games, while also networking. Congratulations to 1si on this milestone event. Here’s to the next successful 15 years!

The “Other Side” of the Axiom Team
In our series to introduce you to the more personal side of our team members, this month we’re featuring Financial Consultant Sarah Black.

Business Leader You View as a Role Model
“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?’”

Fun Fact
“It was random that I ended up working in this field. I went to Purdue to become a pharmacist but hated it after the first semester. So I took a class that evaluated your strengths and interests, and it pointed me to financial planning.”

To read more on The Other Side of Sarah Black, click here.

Your Better Financial Future Starts Here

Our team members listen and care. Please schedule a complimentary consultation with one of our knowledgeable professionals.

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