2020 Year-End Tax Planning Tax Planning In Uncertain Times Some may see year-end tax planning as a mundane, advisor-led chore that needs our attention only as we close out the year. Often, it’s after we begin undertaking the chore that we realize the fallacy of...
Common Questions Asked During Client Meetings | Part 1 Oct 8, 2019 What are some of the more frequent questions asked by clients during meetings at Annex Wealth Management? Let’s find out. Subscribe to Annex Wealth Management’s YouTube channel for more...
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...
