FEATURED: Three Things You’ll Have To Re-evaluate In Retirement Planning
“We’re all at different stages with our retirement planning. Some have a plan written out that they refer to, and others adhere to guidelines they’ve stored away…” READ MORE
ICYMI: In Case You Missed It – Annex TV
Is My Advisor A Fiduciary?
Annex Wealth Management, a Registered Investment Advisor, wants you to ask questions.
Research your advisor and your options.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Back To School By The Numbers
Getting ready for the school year isn’t what it used to be. Experts today expect back-to-school shopping to represent the second largest retail shopping season of the year. It’s an expensive season for parents with average back-to-school spending per household set to each $674. Nationwide, total back-to-school spending will hit $27.3 billion, according to the National Retail Federation.
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What Is Financial Elder Abuse?
Annex Wealth Management’s Director of Estate Planning Rich Behrendt, J.D. defines and describes financial elder abuse, and why it’s a problem we all have to be aware of.