MoneyDo: Review Your Retirement Plan Contributions & Investments Most of us have never been involved in a health crisis so severe that it created a massive economic disruption. But many of us have experienced a devastating economic disruption. Whether it is...
Independent Custodians Annex Wealth Management uses three independent custodians: Charles Schwab, TD Ameritrade, and Fidelity to hold client money, instead of holding it ourselves. The custodian serves as a gatekeeper and watchdog for client accounts. As the...
MoneyDo: Maximize Tax Benefits Of Your Charitable Donations We can debate whether or not we should be playing Christmas music this time of year, but most of us agree: ‘tis the season for donations to our favorite charities. This week’s MoneyDo is “Consider how...
MoneyDo: Consider What You’d Do If You’re Named An Executor, Personal Representative Or Trustee In An Estate Plan So, you’ve been named as an executor, personal representative or trustee in a relative’s estate plan. Now what? What does that mean? What will you need to...
MoneyDo: Ask Key Questions Before Paying Off Your Mortgage Early No matter if you’re nearing retirement and looking to remove a monthly expense, or simply seeking peace of mind by eliminating debt, you may be considering paying off your mortgage.Before you write out...
MoneyDo: Understand Your Tax Withholding. Now more than ever, it seems we have way too many things begging for our attention. There’s that little red circle on your phone. TV Stations have crawls of information for you to read while announcers read even more...
