FEATURED: Rich Behrendt’s Elder Financial Abuse Piece Featured In Financial Advisor’s “Expert Views” Section

As a growing segment of our population ages, Elder Financial Abuse has proved to be a dangerous problem. Recently, Annex Wealth Management’s Director of Estate Planning Richard Behrendt wrote a compelling piece about elder financial abuse, giving helpful thoughts on how to recognize it, and why it’s dangerous to those we love. READ MORE

READ IT: How To Find Hidden Assets During A Divorce

Unfortunately, not everyone is forthcoming when it comes to personal finances, especially if marital trouble has been brewing for a while.  Separate accounts can get opened, or cash can get squirreled away into a plan that the spouse didn’t know existed.  Mistrust can abound, and one of the first thoughts when compiling the mandatory financial affidavit of your lives together, just might be that your spouse must be stashing money away. Here are some of the more common places to look to find cash you might not know about… READ MORE


Have You Submitted Your Retirement Plan’s Annual 5500 Non-Discrimination Data Yet?

Annex Wealth Management’s Director of Retirement Plan Services Tom Parks talks about why submitting your retirement plan’s annual 5500 non-discrimination data is so critical. Seriously, get it done. WATCH IT



Where Trump Stands On Twitter

Twitter is Donald Trump’s mouth piece for informing the world about his views. After eight years in office, his predecessor Barack Obama is one of the most followed people on planet Twitter. He has 60 million more followers than his successor. It will be interesting to see how Trump can expand the number of followers in the coming 4 to maximum 8 years. The official accounts, such as POTUS & White House, aren’t as popular as the personalized ones. The log-in data for the FLOTUS account will be handed over by Michelle Obama to new first lady Melania Trump.

Source: https://www.statista.com/chart/7683/where-trump-stands-on-twitter/



Financial Wealth, Health & Well Being for Women

As a major economic force, women seek more than just good financial returns.  Join us for a holistic look at financial well-being.  This workshop focuses on money beliefs, financial challenges unique to women, discussions and planning for common worries such as healthcare costs, and leaving a legacy, including raising financially-fit children.
Free Event – Reservation Required

For more upcoming Annex events CLICK HERE


Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

How Am I Supposed To Invest In A Company
That’s Half A World Away?

Annex Wealth Management’s Dave Spano and Mark Oswald detail how you can invest in an overseas interest, and what tactics Annex Wealth Management looks at as they consider an foreign investment – and how that demonstrates some key parts of active management.

Regulations Are Often Based On Good Intentions

Mark Oswald discusses how even though regulations are often sparked to deal with a problem, implementation and execution sometimes miss the original intent.

What Are Emerging Markets? An Emerging Market Definition

Annex Wealth Management’s Dave Spano and Mark Oswald help define what an emerging market is, and also discuss the BRIC nations and why they are sometimes grouped together in the emerging market discussion.

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financial advisors. Know The Difference™

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