As part of the process to develop your estate plan, one of the important questions you will be asked is whether you want to give your assets outright to your named beneficiaries or place limits on how and when the money can be used by them in the future. Placing...
A year ago, this week’s MoneyDo began with these words: “Now more than ever, it’s critical that you know where you can get a copy of your credit report and what’s on it.” At the time, we were discussing the Equifax data breach, which affected the data of approximately...
Purpose: A power of attorney legally assigns authority to someone to act on your behalf in matters that you specify within the document. Why you should set it up: If you don’t have a power of attorney in place, your loved ones may have to go to court to have someone...
It seems like now more than ever, there are way too many things begging for your attention. You see that little red circle on your phone, and you have to check your incoming messages. TV Stations have crawls of information for you to read while announcers read...
One term you might hear at Annex Wealth Management is “mish mash.” That’s what we call the situation when a potential client comes to us with a lifetime of ideas, investments or plans they hoped to cobble together to be a financial plan. What people who have a “mish...
For many parents, this summer has been one of joy, remembrance – and anxious change. Many have seen their child turn eighteen, wrap up high school, and plan on moving out all in a single year. The summer has been full of graduation parties, but now, you’re starting to...
