Review Account Titles & Beneficiary Designations Account titling is an important part of getting your assets organized and aligned with your estate planning goals. Account titling refers to who is listed as an owner of an asset, and the type of ownership....
Our Youtube Channel Reflects Our Heart For Education Our Youtube channel has hundreds of videos on key topics that educate and inform. It reflects our heart for education and information – trying our best to help you grow and understand components of wealth management...
Our Tax Planning team will sometimes encounter folks whose goal is to pay no taxes. While that strategy may have near-term rewards, sometimes it’s important to consider your long-term and retirement goals.Would it help your future to shoulder a bit of the burden now...
Poll Recap: "Cord-cutting" Last week we asked you about “cord-cutting” – the growing number of people who are cancelling their cable in favor of entertainment delivered through internet streaming.Your answers mirrored current trends – while a sizable portion of...
The Power of HSAs (Healthcare Savings Accounts) Feb 13, 2019 HSAs (Healthcare Savings Accounts) are powerful tools when properly used in a financial plan. We’ll cover: what they do, how they do it and give real-life examples from our Annex Wealth Management team....
