4/30/17 ICYMI: Mirror, Mirror On My Financial Wall: Why Calculating Your Net Worth Is Important Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will...

4/23/17 FEATURED: Watch Our Top 3 1. WATCH IT: What's A Fiduciary? A Fiduciary Definition What Is A Fiduciary? The term "fiduciary" has appeared more and more in headlines, but what does it mean? Is every financial advisor a fiduciary? This brief video explains what a...

4/9/17 FEATURED: Leakage: Stop Raiding Your 401(k) Plan Kudos to those of you who are saving for your future. Keep it up. When the temptation comes to access those funds for purposes other than retirement, do all you can to figure out another way to cover those...

4/2/17 ICYMI: Three Advantages An IRA Has Over A 401(k) Most Americans understand how important it is to save. A recent Gallup poll indicates that nearly 2/3 of Americans prefer saving to spending. READ MORE Nominations now accepted for the Know the Difference™ Award!...

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...