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...
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?...
