MoneyDo: Discover What Probate Is & When It’s Needed

Money Do – Discover What Probate Is And When It’s Needed  Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily-publicized cases that...

Poll Recap: What Do You Think Of When You Hear “Retirement?”

What word comes to your mind when you think of retirement? That was the question posed to nearly 6,000 people of all demographic segments in a recent survey[1].The top five words surveyors heard were (in order of popularity) “freedom,” “enjoyment,” “stress-free,”...

MoneyDo: Know What You Own – US Equities

MoneyDo: Know What You Own – US Equities This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio, or haven’t looked in months or years.In the United...

Questions about 401(k) Rollovers

Questions about 401(k) Rollovers Apr 10, 2019 Tom Parks, Director of Retirement Plan Services at Annex Wealth Management, sits down to answer some questions regarding 401(k) Rollovers. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos...