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...
It’s finally that time again – fantasy football season! Will you be participating this year? Do You Have A Fantasy Football Team?*Yes - I have a fantasy football teamNot yet - but I will be creating one.No - I'm not interested.Gender*MaleFemaleAge...
ASK ANNEX Anyone can visit our website and ask questions about key financial and wealth management concepts, and we’ll answer the questions personally and/or on the air. Listen to some of our previous Ask Annex Q & As: Have a question for Annex Wealth Management?...
What’s An Expense Ratio? | Expense Ratio Definition Aug 27, 2020 What’s an expense ratio? How is it calculated, and how is it paid? If you’re wondering about this key investment term, Annex Wealth Management’s Tom Parks has a simple answer....
What’s A Target Date Fund? | Target Date Fund Definition Aug 20, 2020 Also referred to as “lifecycle funds”, target date funds are an increasingly popular investment option in employer-sponsored 401(k) plans and if your company retirement plan has a default...
