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MoneyDo: Ask Your Financial Advisor 5 Questions The way today’s laws are set, it’s your job to determine whether your advisor is truly working in your best interest or not.It shouldn’t surprise you to learn that a majority of financial professionals have no...
Understand What “Risk Tolerance” & “Time Horizon” Mean Whether you’re charting your own financial course (with your own savings or your 401(k) investments) or working with and advisor, it’s essential to understand that you cannot eliminate risk. But it can...
MoneyDo: Understand Your Options For Medicare Open Enrollment What you need to know: If you’re over sixty-five or caring for someone over age sixty-five, we’re nearing a critical part of the year: open enrollment for Medicare. Open enrollment is the designated time of...
MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity Estate Planning in a Digital AgeYou may already have an estate plan, (if you don’t, make sure you contact us to set one up) but your current plan might not reflect how you manage your life today.More...
MoneyDo: Know what you own. One of the key tenets of Annex Wealth Management’s investment philosophy is a balanced portfolio. If you’re trying to manage your own portfolio, the only way you can understand if your portfolio is balanced is to know what you own.Annex...
MoneyDo: Get Familiar With Your Credit Report Now more than ever, it’s critical that you know where you can get a copy of your credit report and what is on it.Before the Equifax data breach, we recommended that folks review their credit report annually to understand...
MoneyDo: Review and Update Your Income Tax Withholding 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...
MoneyDo: Review Or Set Up A Financial and Healthcare Power of Attorney 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...
MoneyDo: Review your auto debits and recurring charges. In a modern day when we can get all our services at a click of a button. When that button is clicked it often involves creating an auto debit attached to our bank account. It is also possible someone else...
MoneyDo: Know how Roth and Traditional accounts could help you. When it comes to saving for retirement, you’ve been given two tools designed to help you optimize your savings.Roth vs. Traditional Retirement AccountsWe all wish the government would let us save money...
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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