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Blog

Happy elderly couple holding yellow flowers
Neal Richards | Dec 28, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Neal Richards | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Happy couple sitting in a park with their dog
Neal Richards | Dec 21, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Man with glasses leaning against a wall
Neal Richards | Dec 18, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Neal Richards | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Man sitting at a long table in front of a window. He is looking at his phone.
Neal Richards | Dec 14, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman writing in a paper planner with a pen
Neal Richards | Dec 11, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Businesswoman looking at her phone
Neal Richards | Dec 9, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Neal Richards | Dec 7, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Neal Richards | Dec 4, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Mother and daughter cooking and laughing
Neal Richards | Dec 2, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Neal Richards | Nov 30, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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243 Scalehouse Loop
Suite 5B
Bend OR 97702

 

Moscow Office

301 S Main Street 

Suite 201

Moscow ID 83843

Contact Info

Bend Office: 541-389-7777

Moscow office: 208-881-0749

Fax: 541-508-5400

Email:Team@axiomwealthstrategies.com

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Investment Adviser Public Disclosure

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment Adviser Public Disclosure

ADV Brochure

Axiom and its representatives may only transact business if licensed or excluded from licensing requirements. Individualized responses to persons will not be made absent compliance with licensing requirements or a valid exclusion from licensing.

Axiom Wealth Strategies is licensed in Oregon, Idaho, and Texas.  In other states Axiom Wealth Strategies, and it's representatives, operate under the de minimis rule which states that we do not have a place of business there nor serve more than five clients in that state during the preceding 12-month period.  

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