In The News

Rich Behrendt Featured In Bloomberg News

As President-elect Donald Trump builds his team to make policy in the White House, he has sought to divest himself from the demands – and potential conflicts – of his many businesses.

Recently, Bloomberg Big Law Business decided to write an article on this intriguing part of the Trump phenomenon. The Big Law Business website – which provides news, analysis, and information about the legal profession designed to provide valuable information and insight to lawyers and professionals who work in Big Law in the United States, as well as serve as a community for discussion where thought leaders can share their views on cutting edge trends – called Annex Wealth Management’s Rich Behrendt, J.D., for his insight on what Trump might do and what would benefit his business and family best.

Rich delivered thoughtful, sensible and down-to-earth advice to the legal publication, which you can read here look what i found.

The article was so insightful that accountingtoday.com, the leading information resource for public accountants, picked it up and reprinted it.

Annex Wealth Management’s team of elite professionals is trusted by a leading legal and accounting site, which makes us proud of what we can offer our clients. If you’re not a client yet, wouldn’t you want to entrust your wealth to a team that has built national credibility?

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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Axiom | Vol 509

Axiom | Vol 509

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Before You Raid Your 401(k), Watch This

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More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

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Before You Raid Your 401(k), Watch This

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More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

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Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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