My Annex Wealth Management Colleagues and Friends – As some of you know, yesterday I lost my father after a brief, but grueling, battle with cancer. After a 30-some year career as an accountant with a manufacturing firm, my dad took the Series-7 exam at the age...
10 Financial Resolutions For The New Year Now that the last chorus of Auld Lang Syne has been sung and the champagne and noise-makers have all been put away, many of us will turn our attention to making New Year’s resolutions. What a great opportunity to get one’s...
If you’re a qualified plan fiduciary you either recently dealt with the Pension Protection Act plan restatement or you’re in the queue to have it done very soon. Plan restatements are generally viewed as a big pain in the patootie by pretty much everyone involved in...
Your primary motivation for making a charitable donation is your generous spirit, but it is also important to know that your charitable giving may create tax benefits that make philanthropy even more appealing. Of course, there are tax rules and procedures to be...
President Obama has recently signed the Bipartisan Budget Act of 2015 that addressed a potential impending default on U.S. debt. The legislation surprised many financial advisors because it also included a series of provisions that will have a dramatic impact on a...
