3/26/17 WATCH IT: 6 Financial Tips For Those Considering Divorce No one wants to undergo divorce, but if you are facing that reality, Annex Wealth Management's Deanne Phillips - a Certified Divorce Financial Analyst - has some thoughts to consider as you understand...

3/19/17 WATCH IT: Good Question - Annex Wealth Management Annex Wealth Management's :30 spot appearing during the NCAA tournament. WATCH IT Nominations now accepted for the Know the Difference™ Award! The Know the Difference™ Award presented by Annex Wealth Management...

3/12/17 ICYMI: Meet Annex Wealth Management's Director Of Estate Planning - Rich Behrendt, J.D. Rich Behrendt, Annex Wealth Management's Director of Estate Planning, discusses his background and how much he enjoys helping people. WATCH IT Nominations now accepted for...

3/5/17 WATCH IT: Talking Savings And Finances With A Millennial Part II Annex Wealth Management's Tom Parks talks savings, budgeting, and financial pressures with two members of the Annex Wealth Management team who are millennials, Courtney and Allie. WATCH IT...

2/26/17 WATCH IT: Are There Exceptions To Penalties On IRA Withdrawals? When retirement is on the horizon, one of the primary aspects of financial planning to consider is cash flowing your retirement, especially if you are retiring early.  Most IRA holders know that...

2/19/17 FEATURED: Annex Wealth Management Quoted In Blooomberg BNA, Investment News & Accounting Today - Again! Interested in what experts thought of a potential estate tax repeal, Bloomberg BNA, a publication which provides legal, tax and compliance professionals...

2/12/17 FEATURED: Talking Debt, Savings, And Retirement With A Millennial Annex Wealth Management's Tom Parks heard a disturbing statistic - that Millennials were spending more on coffee than saving for retirement. He sat down to talk debt, savings, and retirement...

2/5/17 FEATURED: Axiom Looks At: The Super Bowl Ever wonder about the financial impact of an event like the Super Bowl? From avocado sales to gambling, it’s more than just a game. We take a look at the impact of this massive cultural event. VIEW THE FULL INFOGRAPHIC...

1/29/17 ICYMI: Questions To Ask Your ERISA Fiduciary Advisor Annex Wealth Management's Director of Retirement Plan Services Tom Parks offers some questions you should ask your current or potential ERISA Retirement Plan Advisor. The new DOL Fiduciary rule further...

1/22/17 FEATURED: Rich Behrendt’s Elder Financial Abuse Piece Featured In Financial Advisor’s “Expert Views” Section As a growing segment of our population ages, Elder Financial Abuse has proved to be a dangerous problem. Recently, Annex Wealth Management’s Director...