The Power of HSAs (Healthcare Savings Accounts) | Poll Recap: Have You “Cut The Cord” & Cancelled Cable? | MoneyDo: Consider If You Need Life Insurance. If So, How Much? | How Much Profit Does Tesla Make On Model 3’s? We Were Surprised. | Planes, Chips, & Interest Rates Help Stoke The Markets. | DYADT: Does Your Advisor Consider Long-Term Tax Consequences? | Events: Destination Retirement: Are We There Yet? – Feb 20, Mar 7 Saving The Family Cottage – Mar 5 | Budapest, Vienna & Prague with Dave Spano – Sep 21 – Oct 1
Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.





















