Broker Check


Friday, September 8, 2023

Explore savvy tax strategies like diversification, Roth conversions, and innovative Roth funding. Learn how to maximize deductions while fortifying your financial future. Dive deeper with Paxel Financial Consulting today!

Monday, August 14, 2023

Dive into how implementing a long-term investment strategy offers not only steady progress, risk mitigation and reduced transaction costs but also the invaluable asset of time—allowing your investments to weather market storms and rebound.

Thursday, July 6, 2023

What does retirement mean to you? There are endless options, but regardless of how you spend it, retirement id a time when individuals, after many years of hard work, have the opportunity to redefine themselves and their priorities.

Monday, June 12, 2023

Education is important. It opens doors to new opportunities, helps you grow, and makes you more marketable. If you're a parent, you want to give your child the best possible chance at a successful future, and that means investing in...

Thursday, May 11, 2023

Wondering how you can save for your child's college education? This blog can help you get started—from tax-advantaged savings plans to employer-sponsored college savings plans to scholarships and grants, and more.

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Tuesday, April 11, 2023

If you're doing business internationally, you need to make sure you're in compliance with all the relevant tax laws. This can be a complex and time-consuming process, which is why it's important to work with a tax professional who is...

Friday, March 10, 2023

Owning a restaurant is hard, you are all things at all times. On some days you are wearing your human resources hat, and on others, you manage inventory or are filling in when short-staffed. Restaurant owners face many challenges...

Tuesday, February 14, 2023

Valentine’s Day by the numbers:Are you ready for Valentine’s Day? It seems that this day has become a cultural expectation, with stores filled with cards and chocolate. But, what kind of investment are we making when it...

Wednesday, January 18, 2023

After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and your plan of action. The start of a year is the right time to work on a dream or two. It is also an excellent time to...

Thursday, December 15, 2022

It's time to start planning for the upcoming tax season. This is an ideal time to incorporate tax planning strategies to help you keep more of what you earn. Here are six ways to maximize your tax refund for 2023.

Wednesday, November 9, 2022

There are tax-smart strategies you can use to increase your giving power. These giving vehicles can maximize both the gift and the potential tax benefit.

Wednesday, October 12, 2022

Leaving an inheritance for surviving loved ones is important. But, to avoid costly mistakes, managing your legacy requires detailed planning from our team of financial professionals.

Friday, October 7, 2022

We’re just weeks away from midterm elections in the United States. Many people fear that volatility is influenced by which political party is in (or comes into) power, and that’s not the case. 

Tuesday, September 13, 2022

I know it is only September, but the holiday shopping season starts earlier and earlier every year. And with problems plaguing the retail sector right now, including labor shortages, lack of inventory, and eager consumers ready to...

Wednesday, August 10, 2022

Remember when a college education was moderately priced? In the past 20 years, the cost of college tuition for public universities has risen astronomically. College students and their families have been taking on increased debt,...

Monday, July 11, 2022

Perhaps you’ve heard the saying, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation itself. This calculator is one easy tool...

Monday, June 6, 2022

Real estate investing can help build wealth over time, and strategies such as 1031 exchanges push tax liabilities down the road so your property investments can continue to adapt and grow for the long haul.

Wednesday, May 4, 2022

Wealth management without tax planning can produce unwanted surprises. One of the ways we help clients avoid those surprises and accrue more assets over the long-term is by applying tax-smart strategies to help you keep more of what...

Wednesday, April 6, 2022

Warm weather is a great motivator to tackle long-overdue projects. As we move into spring, there is one thing that requires annual cleaning: your finances. Financial planning is not a one-and-done task because life is constantly...

Wednesday, March 23, 2022

Interest rates, trade talks, inflation fears, political events, and international developments all can influence stock prices. Market volatility is inevitable. How you react to the changing markets could affect your portfolio. Market...

Wednesday, March 2, 2022

There is plenty to worry about these days. Top of mind is the conflict between Russia and Ukraine, and the energy and economic disruptions likely to follow. Closer to home, high inflation persists, and the Fed is preparing to tighten...

Monday, February 21, 2022

We have been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to attend the Avantax...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...