MoneyDo: When To Review Your Estate Plan While August is “Make a Will” Month, it’s also a good time to make sure you review any existing estate planning documents that you have. Estate planning, like financial planning, is an ongoing and evolving process that...
August is National Make a Will Month When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at other times, our...
Keeping software and systems updated limits their vulnerability to cyber attacks – especially when using personal devices when working from home. According to a recent study, phishing/hacking/malware incidents and individual mistakes are the top causes of...
MoneyDo: Consider Paying Off Your Mortgage Early Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as...
Annex Wealth Management Named Top Workplace For Second Year In A Row Annex Wealth Management is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a...
