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
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Have You Submitted Your Retirement Plan’s Annual 5500 Non-Discrimination Data Yet?
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
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.
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
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