MoneyDo: Maximize The Tax Benefits Of Your Charitable Donations

Tis the season for good tides, merriment, and for some of us…donations to our favorite charities.  This week’s MoneyDo is Maximize The Tax Benefits Of Your Charitable Donations. As a taxpayer, you currently get to use the larger of either: The standard deduction –...

Poll: Your Child’s College Tuition Vs. Your Retirement Savings

About one-third of Americans with kids under 18 say they plan to use retirement savings or “could use if needed” to help pay for their children’s education, according to a recent survey by Sallie Mae, one of the nation’s largest student loan lenders.[1][1]...

Poll Recap: What Will You Be Shopping For On Black Friday?

via GIPHY Poll Recap: Do you live for the thrill of the hunt?  Or would you rather skip it all and avoid the crowds?  For many, Black Friday has been circled on the calendar ALL YEAR. THIS IS THE BIGGEST POLL ALL YEAR.  Not really, but it sounds like every ad we’ve...

We Give Thanks 2018

We asked the members of the Annex Wealth Management Team to let us know what they were thankful for this year. We got some pretty great responses. Happy Thanksgiving – From all of us at Annex Wealth Management! Brandon Arps I’m thankful for a healthy family,...

MoneyDo: Be Grateful.

Each week in MoneyDo, we focus on something you can do to try and help improve your financial picture or wealth state of being.This week, we want to focus on being grateful. It doesn’t matter how you view the universe and our existence – research shows that being...