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Beware Conflicting Opinions On Your Asset Allocations Search “how to allocate your portfolio” on your favorite search engine, and you’ll be treated to more than 17 million results. If you looked at each one of those search results for a second, it would take...
Make Sure You Have Core Estate Planning Documents Nearly every comprehensive financial plan includes estate planning. When you estate plan, you specify your wishes, both in the event you are unable to manage your own affairs, and at the time of your death....
It’s a New Year, which means you’ll start receiving tax documents from your employers, investments, and contractors. That’s why this week’s MoneyDo is Get Yourself Organized & Prepared To File Your 2018 Tax Return. One easy way to keep yourself from being...
Innocent blunders can have a big impact on your best estate planning intentions. This week’s Money Do is actually a list of Money Don’ts: a list of things to avoid as you seek to get your planning on track. Not having an estate plan. Consider this: death and...
This week’s MoneyDo encourages you to take part in a 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.” For many newer investors, it takes some time to understand why...
Tis the season for good tides, merriment, and for some of us…donations to our favorite charities. This week’s MoneyDo is Maximize The Tax Benefits Of Your Charitable Donations. As a taxpayer, you currently get to use the larger of either: The standard deduction –...
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 how you view the universe and our existence – research shows that being...
Diversification is a key part of a well-crafted portfolio. When an investor diversifies, he or she spreads investments across different sectors and investment vehicles. Many studies and mathematical models show that maintaining a well-diversified portfolio can be one...
‘Tis the season for good tides, merriment and for some of us…………..donations to our favorite charities! That’s why this week’s MoneyDo is “Seek to maximize the tax benefits of your charitable donations.” Here are a few insights to get you started: 1. Compare and...
Studies show we’re living longer and taking better care of ourselves – which could increase chances we’ll require long-term care. Long-term care needs are different from healthcare needs. Where healthcare needs focus on illness, wellness, and healing, long-term care...
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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