‘Tis the season for good tides, merriment and for some of us…………..donations to our favorite charities! That’s why this week’s MoneyDo is “Seek to maximize the tax benefits of your charitable donations.” Here are a few insights to get you started: 1. Compare and...
Many folks long for the peace of mind that their critical documents – like wills, tax returns, or treasured audio files – are kept in a safe, secure place. Others wish there was a simple, encrypted way to deliver documents to his or her advisor. Annex Wealth...
Studies show we’re living longer and taking better care of ourselves – which could increase chances we’ll require long-term care. Long-term care needs are different from healthcare needs. Where healthcare needs focus on illness, wellness, and healing, long-term care...
Poll Recap:Our piece and poll on “Wealth Killers” struck a chord with Axiom readers, and for many of them – especially those over age 50 – the biggest response was “none of the above,” indicating they’re the wise sort of spenders you’d expect in our readership. Nearly...
As part of the process to develop your estate plan, one of the important questions you will be asked is whether you want to give your assets outright to your named beneficiaries or place limits on how and when the money can be used by them in the future. Placing...
