https://youtu.be/025ZXvYbxN0?si=4ctsaoqRPl_aZKwh Annex Wealth Management's Michael Kirk, CFP® is here to discuss retirement spending, financial confidence, and creating a “living legacy.” Many retirees have trouble spending money even when their financial plan shows...

https://youtu.be/qT1kzH1KiYg Keith Butler, JD, a Senior Wealth Manager at Annex Wealth Management, reflects on his upcoming retirement after a long career helping clients prepare for theirs. His main lessons are: Confidence...

Last time we looked the Lost Decade, bookended by the Tech Bubble turned Bust and then Global Financial Crisis. Now, the recovery, the pandemic, and the AI economy. Coming out of the Global Financial Crisis, the Federal Reserve set its target rate at near zero. What...