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Trends in Charitable Giving

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on June 25th, 2019

The hows and whys of charity in America

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1

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A Decision Not Made is Still a Decision

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on June 18th, 2019

A Decision Not Made is Still a Decision Indecision can lead to no decision. Provided by Paul Axberg Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll.

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The Fire Movement-A radical new approach to working, saving and retiring

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on June 12th, 2019

The FIRE Movement A radical new approach to working, saving, and retiring. Provided by Paul Axberg Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide.

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Money Tips for Newlyweds

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

Money Tips for Newlyweds Ideas to Help Manage Stress. Provided by Paul Axberg In a recent study, 35% of married couples described money issues as their primary source of stress.

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Smart Financial Moves in Your 20's, 30's, 40's and 50's

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on June 5th, 2019

Smart Financial Moves in Your 20s, 30s, 40s, & 50s The right moves for every age. Provided by Paul Axberg Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age.

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Summer Air Travel

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on May 30th, 2019

Summer Air Travel Expected To Hit Record As Airlines Add Seats, Despite 737 MAX Grounding Dan Reed Dan Reed Contributor Aerospace & Defense I write about airlines, the travel biz, and related industries airplane waiting for departure in airport terminal GETTY The annual summer travel avalanche will be even bigger this year than in 2018.

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What is Universal Life Insurance and How Does it Work?

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on May 30th, 2019

What Is Universal Life Insurance and How Does It Work? If you have considered a life insurance policy, you've probably seen universal life insurance packages. Here's what they offer. Eric Reed May 14, 2019 4:01 PM EDT TheStreet Life insurance protects you against both the inevitable and the unforeseen.

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Is Term Life Insurance for You?

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

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works. Provided by Paul Axberg Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget.

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The Shred Party

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on May 22nd, 2019

The Shred Party What should you get rid of and hold on to? When and why? Provided by Paul Axberg If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented a fun and easy way for folks to rid themselves of paper clutter.

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Signs of Elder Abuse

Submitted by Axberg Wealth Management | Phoenix, AZ Financial Advisor on May 22nd, 2019

Signs of Elder Abuse Physical, mental, and financial warning signals. Provided by Paul Axberg Is someone taking advantage of someone you love? June 15 is World Elder Abuse Prevention Day, a day to call attention to a crisis that may become even more common as baby boomers enter the “third acts” of their lives.1 Elder abuse has increased in America.

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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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