2/4/18 POLL: Who do you think will be the first company to reach a trillion dollar valuation? Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.” This...
MoneyDo: Share your financial goals with someone. We just passed Valentine’s Day, which is when we celebrate relationships and feelings that hold so many of us together. We truly are social creatures. More and more scientists are discovering the power of interacting...
MoneyDo: Start saving for the holidays now. It’s time to start talking about Christmas.No, this isn’t a misprint, and it’s not a retread of a past MoneyDo. In fact, we’ll be talking about this MoneyDo item in about 9 months.Last year, over half of holiday shopping had...
At this point in the year, most people over 70½ years old know what their 2018 required minimum distribution (RMD) will be. Before you or someone you know starts taking that RMD, make sure to consider the new tax law that went into effect this year. The new tax law...
MoneyDo: Align your portfolio’s risk. Risk. Many associate the word risk with other words like danger or caution. Talking about risk could be an opportunity to give you peace of mind.In this week’s MoneyDo, we suggest you Align your portfolio’s risk with your...
