Timothy Lofton | Partner | Axim Planning & Wealth

116 Followers

Roth IRAs: The Calculation of Consideration

“The only two things you can count on in life are death and taxes,” as Benjamin Franklin eloquently put it. The witty and nearly equally…

Feb 1

Roth IRAs: The Calculation of Consideration

Feb 1

Timothy Lofton | Partner | Axim Planning & Wealth

Will or Trust — What’s the Difference?

A revocable trust and a will are both legal instruments used for estate planning, but they serve different purposes and have distinct…

Jan 17

Jan 17

Timothy Lofton | Partner | Axim Planning & Wealth

Cognitive Decline … time to “Think” about it.

“Longevity Risk” is a great problem to have. That means we are living longer and in fact we are living longer, healthier in most cases…

Sep 29, 2023

Cognitive Decline … time to “Think” about it.

Sep 29, 2023

Timothy Lofton | Partner | Axim Planning & Wealth

Medicare — What You NEED to Know

The A,B,C and D’s of Medicare

Sep 27, 2023

Sep 27, 2023

Timothy Lofton | Partner | Axim Planning & Wealth

12 Tax-smart charitable giving tips for 2023

How to increase charitable impact and reduce taxable income

Aug 17, 2023

12 Tax-smart charitable giving tips for 2023

Aug 17, 2023

Timothy Lofton | Partner | Axim Planning & Wealth

You Don’t Need A Financial Plan — You Need Financial Planning

What’s The Difference?

May 10, 2023

You Don’t Need A Financial Plan — You Need Financial Planning

May 10, 2023

Timothy Lofton | Partner | Axim Planning & Wealth

How to Train for Your First Ultra Marathon | Timothy Lofton

So, you want to compete in an ultra marathon and you’re wondering just how you should go about training. This certainly isn’t going to be…

Oct 21, 2022

Timothy Lofton | Partner | Axim Planning & Wealth

Seven Ways to Improve Your Tennis Game | Timothy P. Lofton

Tennis is one of the most popular sports for a reason and it can be a lot of fun to learn. If you’re trying to become a better tennis…

Sep 22, 2022

Timothy Lofton | Partner | Axim Planning & Wealth

Retirees, Forget The 4% Withdrawal Rule!

Let’s say you’re one of the lucky ones and have accumulated $1 million in your 401(k) retirement account after years of working. But, like…

Sep 9, 2022

Retirees, Forget The 4% Withdrawal Rule!

Sep 9, 2022

Timothy Lofton | Partner | Axim Planning & Wealth

Eight Tips for Trail Running | Timothy P.

Trail running can be very fun, but it’s important to do things as safely as you can. If you keep the following eight trail running tips in…

Aug 24, 2022

Eight Tips for Trail Running | Timothy P.

Aug 24, 2022