Remarriage Pitfalls Oct 5, 2020 Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD, discusses why it’s important to review your estate plan when contemplating, initiating, or finalizing a divorce – and eventually when contemplating...
HSA & High Deductible Plan Questions & Answers Sep 24, 2020 Are HSAs worth it even if your employer doesn’t contribute? Annex Wealth Management’s Tom Parks and USI’s Patrick Reid tackle this question and a few more generated by their last...
MoneyDo: If You’re A Timeshare Owner, Consider How The Pandemic Has Affected Your Ownership In one way or another, we’ve all been affected by the COVID-19 pandemic. Along with many “non-essential” industries the travel and tourism industry has suffered more...
What Employers Should Consider About High-Deductible Plans & HSAs Sep 10, 2020 Annex Wealth Management’s Tom Parks and USI Insurance Services Patrick Reid discuss considerations employers should make about high-deductible insurance and HSAs for employees....
MoneyDo: Estate & Trust Administration Few people have extensive experience settling the final affairs for a loved one, as you may only find yourself in that situation once or twice in a lifetime. Perhaps with a parent or a spouse, which means we are often...
