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MoneyDo: Stop and consider how you'll spend your free time in retirement. Sometimes planning can leave you lost in details. We believe, in its simplest form, retirement planning requires you to consider two chief components: The first is saving for retirement, and the...
MoneyDo: Set Financial Goals For 2020. Now that the holidays have passed, including the expenses of the holidays, it’s a great time to look at setting some financial goals for 2020. You may have set some fitness goals or health goals, but setting financial...
MoneyDo: Get Organized For Income Taxes You’re probably already receiving tax documents from your employers, investments, and contractors, so you know what time it is – time to get yourself organized and prepared to file your 2019 tax return. One easy way to...
MoneyDo: Evaluate capital gains or losses for the year. This week’s MoneyDo takes a look at another key component of wealth management – evaluating gains and losses. Don’t let the crush of have-to’s and shopping lists crowd out this critical “MoneyDo.”There are two...
MoneyDo: Prepare To Pay Your Property Taxes ‘Tis the season for property tax bills!It’s that time of year when most property owners will be getting their real estate tax bills in the mail. Last week, we talked about charitable giving, and while some people might not...
MoneyDo: Preplan for charitable contributions in 2017. Tis the season for good tides, merriment and for some of us…………..donations to our favorite charities. How do we maximize the tax benefits of these donations?The prevailing wind from Washington continues to...
MoneyDo: Set A Budget For Holiday Spending Thanksgiving is a wonderful time of the year when we traditionally spend treasured time with our loved ones. But there is another post-Thanksgiving tradition many Americans observe: shopping.According to a recent survey,...
MoneyDo: Be Grateful. Each week in MoneyDo, we focus on something you can do to try and help improve your financial picture or wealth state of being.This week, we want to focus on being grateful. It doesn’t matter if you view your life as gift from a Creator or...
As we get closer to the end of the year, it’s a time for reflection on where we are, and where this year has taken us.It’s also a time where we’ll start to see more of our family, and understand the ties and legacy we share with our loved ones.This week’s moneydo is...
MoneyDo: Start An Emergency Fund. Too often, people confuse wealth management with investment management. Managing investments is complex, and important. But comprehensive wealth management considers more than investment.Still, starting an emergency fund is an...
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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