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4 Ways to Use Your Stimulus Payment to Grow Your Wealth

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on January 12th, 2021

 

As we begin 2021, with fingers crossed and guarded hopes, there’s one widespread question:

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Inventorying Your Possessions

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on September 16th, 2019

Inventorying Your Possessions It is helpful for insurance purposes. Provided by Paul Axberg It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory.

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Insurance Needs When Married With Children

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on August 26th, 2019

Insurance Needs when Married with Children Considering coverage for your household. Provided by Paul Axberg A growing family, by definition, means growing financial obligations – both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. Auto.

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Global vs. International: What's the Difference?

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on August 21st, 2019

Global vs. International: What’s the Difference? Global mutual funds vs. international mutual funds. Provided by Paul Axberg For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund. By definition, international funds invest in non-U.S.

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Understanding Long-Term Care

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on August 14th, 2019

Understanding Long-Term Care The important question: Are you prepared? Provided by Paul Axberg Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S.

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A Bucket Plan to Go with Your Bucket List

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on August 6th, 2019

A Bucket Plan to Go with Your Bucket List A way to help you prepare. Provided by Paul Axberg The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.

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What the Secure Act Could Mean for Retirement Plans

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on July 23rd, 2019

What the SECURE Act Could Mean for Retirement Plans If passed, it would change some long-established retirement account rules. Provided by Paul Axberg If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives.

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Protection Against Uninsured Drivers

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on July 23rd, 2019

Protection Against Uninsured Drivers Getting in an accident with the uninsured might be costly.

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401K Loan Repayment

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on July 23rd, 2019

401(k) Loan Repayment A longer repayment time can be an advantage. Provided by Paul Axberg The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always avoidable for everyone or in every situation.

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Eight Mistakes That Can Upend Your Retirement

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on July 11th, 2019

Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can. Provided by Paul Axberg Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all.

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623-398-0128

 

13613 West Camino Del Sol, Suite #3
Sun City West, Arizona
85375 United States

 

paxberg@axbergwealth.com

  

Paul D. Axberg and Brian E. Frick are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.

Paul D. Axberg and Brian E. Frick are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Paul:AZ;CA;CO;DC;FL;HI;ID;IL;KY;MI;MN;NC;NE;NJ;NY;UT;VA;WA;WI) and (Brian: AZ;CA;CO;FL;ID;UT;VA;WA). For investment advisory services theses states include: (Paul:AZ;CA;CO;FL;HI;ID;IL;MN;NE;NJ;UT;VA;WA;WI) and (Brian: AZ;CA;FL;ID;NE;TX;UT;WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 

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