1. Retail Sales Down - In The Eye Of The Storm 2. Survey: What Do You Wish You Had Known? 3. Inflation & Rate Hikes & Bears - Oh My! 4. On-Demand Information Is Available To Clients 5. Ask Us A Question! 6. “The greatest source of wealth…” 7. Who Needs An...

1. Is This The Eye Of The Storm? 2. Poll: What Helped Prepare You For Retirement? 3. ICYMI: Financial Planning In A Changing Tax World 4. April Is Financial Literacy Month! 5. Ask Annex Video 6. “Learning never…” 7. Side Hustles: A Sign Of Struggle, Or Of Growing...

1. More Signs A Recession Is Near 2. Poll: Do You Spring Clean? 3. Ask Us A Question! 4. Consider A Financial Spring Cleaning 5. Webinar Recording Now Available 6. “If we had no winter…” 7. How Sites Like Ancestry.com, 23AndeMe, & Others Can Disrupt An Estate...

1. Fed Both The Arsonist & The Firefighter 2. Poll Recap: Should The U.S. Keep DST? 3. THIS WEEK: Client Exclusive Webinar 4. March Madness Hasn't Always Consisted of 64 Teams 5. Ask Annex 6. “If you're not making mistakes…” 7. Remarriage & Estate Planning1...

1. More Signs Rate Increases Are Taking Hold 2. Poll: Should The U.S. Keep DST? 3. Client Exclusive Webinar 4. The First Country To Adopt DST 5. Ask Us A Question! 6. “The two most powerful warriors…” 7. Inside Annex: The Investment Committee1 | Week In ReviewMore...

1. Good Economic Data-What Will The Fed Do? 2. Poll Recap: Does The New RMD Age Affect Your Retirement Planning? 3. Client Exclusive Webinar 4. There's No Time Limit On HSA Reimbursements 5. Ask Annex 6. “Think like a proton…” 7. HSA & High Deductible Plan...

1. Inflation Stays Hot - What Now? 2. Poll: Does The New RMD Age Affect Your Retirement Planning? 3. Consider Satisfying Your RMDs Sooner Than Later 4. More Tax Returns Have Been Processes Now Than At This Time In 2022 5. Ask Annex 6. “Don't judge each day…” 7. The...

1. Consumer Spending Ignores Inverted Yield Curve 2. Poll Recap: How Will You Watch The Super Bowl? 3.Where Are My Tax Documents? 4. Monday Is A Bank Holiday 5. Ask Us A Question! 6. “Things work out for those…” 7. Financial Planning For Gen Z1 | Week In...

1. New Economic Data & Bulls Vs. Bears 2. How Will You Watch The Super Bowl? 3. ICYMI - How SECURE Act 2.0 Impacts My Retirement 4. We Want To Hear About Your Life Changes! 5. Ask Annex - Bad TikTok Advice 6. “Teamwork…” 7. The Sandwich Generation1 | Week In...

1. The Fed Meeting, A Big Week In Earnings, & A Surprising Job Number 2. How Do You Exercise Your Brain? 3. Glass blowing – a long-standing art form, or a new hobby? 4. Where Are My Tax Documents? 5. Ask Us A Question! 6. “The way to get started is to quit talking...