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How To Build A Living Legacy With Confidence
Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...
How To Build A Living Legacy With Confidence
Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...
Retirement Savings: Leave It Or Roll It?
When you leave an employer or become eligible for a distribution from your workplace retirement plan, you’re faced with an important decision about what to do with your accumulated savings. Options to consider are leaving the money in your employer’s plan, rolling it...
Axiom | Vol 505
Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy & Legacy: Guiding Athletes to Meaningful Impact | Money Guilt: Practical Ways To Heal & Deal | The Year of the...
CBS News: Stocks sink as oil prices sizzle and U.S. hiring fizzles
Stocks fell on Friday, closing out a week of turbulence on Wall Street marked by signs that the U.S. labor market is weakening and mounting concerns about the economic impact of the war in Iran.
Macro & Market Musings – 3/6/26
Comments based on information available as of 6:00 am CT on 3/6/2026 Growth: A Jolt For Some, A Shock For Others The surge in oil prices is acting as a global economic stress test—and for some, a personal one. In high-income, diversified economies like the U.S.,...
Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to...
Enhanced ACA Subsidies Expired: Impact On Retirees
Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA,...
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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