Steve Stillman with AXIUS Financial

Comprehensive financial planning, managing half Billion retirement investments, Estate Protection! Cambridge and AXIUS Financial are not affiliated.

A full-service independent financial services firm helping clients build wealth, protect hard-earned assets, pass on a $$$ legacy to next generation! As a Financial Advisor and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., Steve specializes in Wealth Management and teaching retirees how to conserve their assets so they can enjoy the lifestyle and independence

12/01/2023

Below is helpful information to protect yourself from Scammers pretending to be the IRS.
https://axiustax.com/blog/knowing-how-scammers-pose-as-the-irs-can-help-taxpayers-protect-themselves/

With Tax season right around the corner, I want to introduce our newest addition to the AXIUS Team of companies.

AXIUS Tax & Consulting is open for business.

08/02/2023

Get ready to make hella frittatas because it looks like the days of $14 eggs are behind us. Inflation cooled to a two-year low of 3% last month, according to government data released yesterday—meaning the worst of the crisis is probably over.

Core inflation (which takes out volatile food and energy prices) rose only 0.2% in June—its slowest pace since early 2021.

Inflation is finally cooling down but.....

Not all prices are coming down, though. According to the Wall Street Journal’s deep dive into the data, there are still some things to avoid buying if you want to hang on to your cash:

Don’t: Burn your toast, chug Diet Coke, or eat frozen peas. The price of white bread increased 11.5% over the past year, carbonated drinks went up 9.1%, and frozen vegetables jumped 17.6%.

Do: Go on a road trip, buy a 55-inch LCD, and attend a destination wedding. Gas is down 27%, TV prices decreased 10%, and airfares dropped 19%.
Big picture: The Fed’s string of interest rate hikes appear to have done their job. But inflation remains above the 2% target, so JPow and friends are expected to raise rates again later this month. Experts say inflation’s slowing pace means it’ll likely be the last increase for a while.—CC

Photos from Steve Stillman with AXIUS Financial's post 06/17/2023

Thank you Cambridge Investment for hosting Carmela and myself at your Premier Club conference! The training, fellowship and unforgettable activities are truly appreciated!

04/29/2023
04/29/2023

Amazing dedication!

03/18/2023

Creating a budget will make you feel like you got a raise.

Seriously. When you know where each dollar is going, you'll see just how many dollars you actually have.

U.S. 6 Month Treasury Bill Overview (TMUBMUSD06M) | Barron's 02/18/2023

We're helping many clients with their safe money like bank savings accounts earn much much higher interest!

U.S. 6 Month Treasury Bill Overview (TMUBMUSD06M) | Barron's Complete U.S. 6 Month Treasury Bill bonds overview by Barron's. View the TMUBMUSD06M bond market news, real-time rates and trading information.

The silver lining of surging inflation: I-bond yields should climb above 9% 04/17/2022

To current Financial Clients:
We will be covering this powerful savings strategy during your next Financial review.

Feel free to share this with friends and family.

https://www.marketwatch.com/story/the-silver-lining-of-surging-inflation-i-bond-yields-should-climb-above-9-11649784459?link=sfmw_fb

The silver lining of surging inflation: I-bond yields should climb above 9% Should you buy now or wait until the rate resets in May?

Preparing for a Single Retirement? 4 Tips for Women 12/05/2021

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

Preparing for a Single Retirement? 4 Tips for Women Women in the United States generally retire around the age of 66.1 And for some women, there can be significant planning challenges involved in prepar

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Your 2021 Guide to Year-End Charitable Giving Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being str

Top Healthcare Costs in Retirement 11/27/2021

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Top Healthcare Costs in Retirement In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their

Timeline photos 11/25/2021

Any way you slice it...

Estate Taxes May Be Amended Soon 11/24/2021

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

Estate Taxes May Be Amended Soon To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting es

Are You Eligible for Catch-Up Contributions? 11/22/2021

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

Are You Eligible for Catch-Up Contributions? A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years, but 33% wer

Insurance When You Marry after 40 11/18/2021

With people marrying later in life these days, coverage has become even more important.

Insurance When You Marry after 40 When you marry, you buy life insurance, right? You buy it out of consideration for your spouse, and also so that in the event of untimely death, your

[Infographic] 10 Simple Money Management Tips for Financial Stability 11/15/2021

If you haven’t started budgeting and managing your money yet don’t worry - it’s never too late. Our infographic shares 10 simple tips to help you get a handle on your finances.

[Infographic] 10 Simple Money Management Tips for Financial Stability This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

How to Maximize Social Security Spousal Benefits 11/10/2021

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

How to Maximize Social Security Spousal Benefits For many Americans, Social Security is the bedrock of their entire retirement income plan. But when it comes to claiming Social Security benefits as a

What Will a Pre-Existing Medical Condition Mean for Your Life Insurance 11/09/2021

Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and confusing. Check out the facts before automatically assuming you'll only recieve low-quality or expensive coverage.

What Will a Pre-Existing Medical Condition Mean for Your Life Insurance There are a lot of misconceptions when it comes to how a pre-existing medical condition will affect a life insurance premium. Some people may hear adv

Finance Tips and Hidden Costs For Snowbirds 11/07/2021

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

Finance Tips and Hidden Costs For Snowbirds The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home, or decide to rent one f

403(b) vs. 457 Plan: Maximizing Your Retirement Savings 11/04/2021

Depending on who your employer is, you may not have access to common retirement plans like 401(k)s. Here's a breakdown of 403(b) and 457 plan options to help you strategize for retirement.

403(b) vs. 457 Plan: Maximizing Your Retirement Savings If you are employed by certain types of non-private organizations, you may have access to a few different types of retirement plans. The 403(b) plans

Do You Have These 5 Financial Basics Down? 11/03/2021

Test your own financial knowledge by reviewing these 5 must-know money basics.

Do You Have These 5 Financial Basics Down? Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us

Timeline photos 11/02/2021

Dreaming about retirement? Stop dreaming. Give us a call & make a proper retirement plan.

5 Steps to Managing & Protecting Your Collection of Valuables 10/28/2021

Collecting valuables is a hobby that many people enjoy. But to properly protect your collectibles, follow these 5 steps.

5 Steps to Managing & Protecting Your Collection of Valuables There are many hobbies that people enjoy, both before and during retirement, and collecting valuables is one of them. Some of the items that people mi

A Guide to 401(k) In-Service Withdrawals for Employees 10/27/2021

Did you know you could begin taking withdrawals while still working? If this is something you're considering, here's what to know right now.

A Guide to 401(k) In-Service Withdrawals for Employees Can you withdraw money from your 401(k) while you are still employed? Not everyone should; not everyone can. However, if you can, it may mean that you

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now 10/26/2021

COVID-19 has changed much about our day-to-day routines. Because of this, there may be important changes to make to your insurance coverage in 2021.

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not bee

What is a Roth 403(b) Plan and Is It Right For You? 10/22/2021

Your employer may offer you a Roth 403(b) plan. Before you start contributing, it’s important to understand where your money’s going and the tax implications this type of account will have on you now and into retirement.

What is a Roth 403(b) Plan and Is It Right For You? When it comes to setting aside money for retirement, you’ve likely heard the names of a few account types thrown around - IRA, Roth IRA, 401(k), etc.

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2085 Bluestone Drive
St. Charles, MO
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