Poll: Who’s Your Biggest Financial Influence?

A series of polls indicate that while she’s losing ground, adults identify mothers as their strongest financial influence.A poll taken in 2011 showed that adults identified their mother as their strongest financial influence (26%), edging out fathers (21%), spouses...

What’s The Future Of Social Security? – A CFP®’s Opinion

It seems like everyone has an opinion on the health of our Social Security system, and often, the outlook is filled with doom and gloom. At Annex Wealth Management, it seems that the younger the person we meet, the more likely he or she holds a negative view on the...

Poll Recap: How Many Streaming Networks Do You Own?

There’s a lot of volatility on the horizon – and we’re not talking about the financial markets. We’re looking at streaming networks. One just-released study indicated that nearly 15 percent of Netflix subscribers – almost 9 million people – ...

MoneyDo: Discover What Probate Is & When It’s Needed

Money Do – Discover What Probate Is And When It’s Needed  Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily-publicized cases that...

Poll Recap: What Do You Think Of When You Hear “Retirement?”

What word comes to your mind when you think of retirement? That was the question posed to nearly 6,000 people of all demographic segments in a recent survey[1].The top five words surveyors heard were (in order of popularity) “freedom,” “enjoyment,” “stress-free,”...