10/30/16

FEATURED = 4 Strategies For Turning Your Savings Into Your First Million

It might not be what it used to be, but saving a million dollars still carries an air of accomplishment. For many in the Two Comma Club, attaining their goal was the result of some discipline, wise strategy, and an understanding of the forces that grow money. Here are some strategies to help you get to a million…READ MORE

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

American Employees: Are You Leaving Money On The Table?

If your boss wanted to give you a $1,300 bonus on the spot, you’d take it, right? A surprising number of Americans actually don’t. Many employees are offered that incentive in the form of a 401(k) match and for whatever reason, end up turning it down. A new research report estimates that Americans are likely to leave a total of $24 billion in unclaimed 401(k) company matches on the table each year.

Source: https://financialengines.com/education-center/employer_match_results/

EVENTS

BEST OF OUR RADIO PROGRAMS

Is Estate Planning Expensive?

Annex Wealth Management’s Mark Oswald talks the costs of Estate Planning with Annex Wealth Management’s Director of Estate Planning Richard Behrendt, J.D.. Rich explains that in general terms, Estate Planning shouldn’t be expensive, and describes the process you’ll undergo visiting with him.

Estate Planning Is For Young People, Too

Annex Wealth Management’s Mark Oswald discusses how young adults need legal protection with Annex Wealth Management’s Director of Estate Planning Richard Behrendt, J.D..

A Thoughtful Alternative – Purposeful Giving

Annex Wealth Management’s Mark Oswald outlines purposeful giving – being thoughtful about the timing and restrictions of leaving assets to beneficiaries – with Annex Wealth Management’s Director of Estate Planning Richard Behrendt, J.D..