Should You Pay Off Your Mortgage Early? Feb 11, 2022 It depends. To some, paying their mortgages early makes sense, while for others, it may not, given their current financial situation. Annex Wealth Management’s Financial Planning Manager, Eric Strom, CFP®,...
Annex Wealth Management’s Limited Video Series: Moving In Retirement: Episode 3 What Should You Research? In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of...
Annex Wealth Management’s Podcast Series: Moving In Retirement: Episode 2 What Do You Want? What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you –...
Introducing Annex Wealth Management’s Podcast Series: Moving In Retirement: Episode 1 Who Will You Be? Practically everyone considering moving in retirement jumps to detailed areas like domicile and taxes. Who you will be in retirement is a critical...
1 | Week In Review Is The Economy Flagging – Or Is This A Huge Rotation? With the NASDAQ down in correction territory, many experts are debating what’s driving volatility – a flagging economy, high interest rates, or some other force. Some believe...
