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Many business owners find it hard to even consider selling their business. He or she has risked, worked, and sacrificed so the business can succeed. It’s hard to imagine letting it go. Still, many understand that proper planning includes knowing when to sell. Some...
Broadcasting twenty four hours of financial news isn’t enough for most financial news channels. Many add a crawl of headlines on the bottom of the screen while a news anchor reads a story. And for some channels, that isn’t enough. They’ve crammed some statistics into...
Last week, we discussed key questions you should ask before you purchase a timeshare or about a timeshare you already own. This week, we’ll discuss what you should do if you’ve asked those key questions and realize your timeshare isn’t what you thought it would be....
As summer begins, you may have already planned – or are in the last stages of planning –your vacation. Vacation is often a much-needed getaway for us from our jobs, as well as a chance to finally enjoy some true family time. It’s no surprise that many of us go to...
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 second is planning on how you will spend your time during retirement. In...
It’s graduation time – a chance for us to celebrate a key rite of passage for many young people. Often, our “go-to” gift is cash inside a greeting card. This week’s MoneyDo: give a graduate – or anyone with their lifetime still largely in front of them – a...
As you prepare to enjoy your future and time in retirement, it’s essential to consider the potential costs of long term care, and whether you need to consider long term care as a part of your financial plan. Long term care becomes necessary when we can no longer...
If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away. In this week’s MoneyDo, we explore the advantages and some of the...
Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask. Finding an attorney...
We all have important documents around the house, including some that other people may need access to if something happens to you. When it comes to estate planning documents, keeping them safe is important, but ensuring someone can find them and access them is just as...
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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