March 2024 Newsletter


March 1 is officially “Employee Appreciation Day.” At Axiom, we prefer to use the term “Team Member,” as an expression of our appreciation for their contributions to serving our clients and each other.

While it’s nice there is a day dedicated to this well-deserved recognition, we try to find big and small ways to show appreciation to our team members throughout the year. We do this by providing very comprehensive and competitive benefits, supporting professional and personal development (including making financial investments in these), offering flexibility when team members’ families need them, and much more.

On this special day, please join us in expressing our appreciation for the wonderful work that our talented team members do every day. We are truly grateful for each of them and for the opportunity to serve you!

Vaughan Scott, CEO


Solar Eclipse Party 

Come celebrate the solar eclipse with us on Monday, April 8. It will be a great time to get together, have some lunch and watch the astronomical phenomenon that will happen over the U.S., Canada and Mexico. The last total solar eclipse was in 2017. The event occurs when the moon passes between the Earth and the sun, temporarily blocking the sun’s light. The eclipse begins at 1:49 p.m. and ends at 4:22 p.m. The maximum viewing time will be at 3:07 p.m. We’ll have a food truck and solar eclipse glasses—everything you’ll need for a fun and educational afternoon.

Saudi Arabia’s NEOM Project

CEO Vaughan Scott attended a ribbon-cutting ceremony in New York for the opening of the U.S. office of NEOM, an enormous Saudi Arabia-based urban development, expected to be completed by 2039. NEOM will be the world’s largest architecture project—33 times the size of New York City. The plans include a floating industrial complex, global trade hub, tourist resorts and a city powered by renewable energy sources. The massive undertaking was first announced in 2017 by Saudi Crown Prince Mohammed bin Salman. Pictured here at the NY opening is Reema bint Bandar Al Saud, the Saudi Arabian ambassador to the United States. Learn more about this fascinating project by clicking here.

News You Can Use

RMD Reminder

Required minimum distributions are minimum amounts that U.S. tax law requires one to withdraw annually from traditional IRAs and employer-sponsored retirement plans.

The deadline for taking your RMD is December 31 each year. For your first RMD, and only your first, you may delay taking a distribution until April 1 of the year after you turn 73. For example, if you turn 73 in June of this year, you have two choices:

  • You can take your first RMD by December 31 this year
  • You can delay taking your first RMD until April 1 next year (the year after you turn 73)

If you choose to delay, you’ll have to take your first and second RMD in the same year, which may push you into a higher tax bracket. If you have any questions, please reach out to your Axiom financial advisor. 

10 Tips to Keep Your Brain Healthy

As we age, we realize it’s not just enough to be alive. Doctors and experts are now paying more attention to the importance of brain health, as well as overall bodily health. What sort of foods, beverages, exercises and other lifestyle choices can help keep our brain functioning well? How can social media affect our brains? Click to find out more. 

One Southern Indiana is holding its next Pearls of Wisdom event on Wednesday, March 6 from 8 to 10 a.m. at the Calumet Club in New Albany. The featured speaker will be Dr. Treva Hodges, who is serving her second term as Mayor of Charlestown, IN. You can go here for more information and tickets. 

March Happenings

Green Eggs and Ham

In honor of Dr. Seuss’s Birthday, the Garage Bar is holding its annual Green Eggs & Ham Brunch from 11 a.m. to 3 p.m. on Saturday, March 2. In addition to the Seuss-themed brunch specials, there will also be a pop-up Children’s Library presented by Louisville Free Public Library, an activities center and a Green Egg Hunt in the garden! Click here to book ahead.

Shamrocks & Shenanigans

Celebrate St Patrick’s Day at Fourth Street Live! Enjoy live entertainment, outdoor games and more. This is a 21+ event. Your bar crawl ticket includes access to drink specials, a souvenir mug, one free drink ticket (domestic beer and premium wells only), and access to drink specials. Participating Venues include: The Sports & Social Club, Guy Fieri’s Smokehouse, Pizza Bar and PBR Louisville. Saturday, March 16. Doors open at 2 p.m. Ticket info can be found here.

The Golden Girls

The sassiest seniors around are back with a new stage show. You’ll find Sophia out on bail after being busted for running a drug ring for retirees. Blanche and Rose have started a sex app for seniors, and Dorothy has a new, much younger lover. Don’t miss the laughs at the Brown theater on March 26. Go here for tickets.

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